Bilingual Financial Planner: Retirement & Wealth Strategy

Scotiabank Global Site; Quebec; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Quebec is looking for a Financial Advisor specializing in Investment and Retirement Planning. This role focuses on building and deepening relationships with clients while achieving investment sales goals. Candidates should have financial planning experience and be bilingual in French and English to serve a diverse clientele effectively. The position offers a competitive benefits package and emphasizes a supportive work environment.

Benefits

Competitive compensation and benefits

Supportive work environment

Relocation support

Qualifications

• Experience in financial planning and investment sales is preferred.
• Thrive in a collaborative results-driven team culture.
• Knowledge of competitive offerings and economic conditions.

Responsibilities

• Conduct in-depth reviews for assigned clients including retirement planning.
• Deliver trusted financial advice to clients regarding investments.
• Build relationships focusing on client experience.

Skills

Financial planning

Investment sales

Bilingual (French and English)

Education

IPF (IQPF) designation or equivalent

Certification as a Mutual Funds Representative

Job description

A leading financial institution in Quebec is looking for a Financial Advisor specializing in Investment and Retirement Planning. This role focuses on building and deepening relationships with clients while achieving investment sales goals. Candidates should have financial planning experience and be bilingual in French and English to serve a diverse clientele effectively. The position offers a competitive benefits package and emphasizes a supportive work environment.