Bilingual Wealth Planner—Retirement & Investments

Scotiabank; Montreal; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Montreal is seeking a Financial Planner to join their retail branch network. The role involves fostering investment and banking relationships, conducting comprehensive reviews, and providing expert financial advice to clients. Candidates should possess financial planning experience, relevant certifications, and be bilingual in French and English. This position offers competitive compensation and a supportive work environment.

Benefits

Competitive compensation

Inclusive culture

Relocation support

Qualifications

• Experience in financial planning and investment sales is preferred.
• Knowledge of competitive offerings and market trends.
• Ability to communicate in both French and English.

Responsibilities

• Establish and deepen investment and banking relationships.
• Conduct in-depth client reviews for financial goals.
• Deliver expert financial advice to clients.

Skills

Financial planning

Investment sales

Client relationship management

Bilingualism (French and English)

Education

IPF (IQPF) designation or equivalent

Mutual Funds Representative certification

Job description

A leading financial institution in Montreal is seeking a Financial Planner to join their retail branch network. The role involves fostering investment and banking relationships, conducting comprehensive reviews, and providing expert financial advice to clients. Candidates should possess financial planning experience, relevant certifications, and be bilingual in French and English. This position offers competitive compensation and a supportive work environment.