Financial Advisor - Gatineau, QC

Scotiabank; Gatineau; On-site; CAD 55,000 - 75,000; Full time

Job summary

Scotiabank in Gatineau, Quebec is seeking an Investment & Personal Banking Specialist to join our permanent, full‑time team (37.5h/week). You will provide exceptional service throughout the customer journey and focus on financial sales and trusted advice.

You will educate clients, create financial plans using planning tool modules, and build lasting relationships with mid‑affluent customers, while collaborating with peers and partners.

Qualifications

• Sales experience and ability to market Scotiabank.
• Ability to build strong client relationships.
• License to sell mutual funds or pursuing CIFP Diploma or equivalent Bank-recognized credential.

Responsibilities

• Be passionate about financial sales and delivering trusted financial advice to customers
• Educate customers, providing relevant insights and expert advice
• Create financial plans, leveraging planning tool modules and advisor resources
• Understand the importance of being results-driven
• Demonstrate a collaborative approach with peers, customers, and partners
• Build relationships and grow long-standing client relationships with existing customers

Skills

Sales management

Relationship building

Mutual funds licensing

Education

CIFP Diploma in Financial Planning

Job description

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Requisition ID: 268312

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

About the role

As an Investment & Personal Banking Specialist/ Gatineau/ Permanent/ Full-time 37.5h/week you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service throughout the customer’s journey.

Is this role right for you? In this role, you will:

• Be passionate about financial sales as well as delivering trusted financial advice to customers
• Educate customers, providing relevant insights and expert advice
• Create financial plans, leveraging relevant financial planning tool modules and select advice based tools and resources
• Understand the importance of being results-driven
• Demonstrate a collaborative approach when dealing with peers, customers, and partners
• Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers

Do you have the skills that will enable you succeed in this role? – We’d love to work with you if you have:

• Sales management experience and the ability to market Scotiabank
• The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers
• A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent)

What’s in it for you?

• A competitive compensation and benefits package
• Ability to make a lasting impact on customers
• An inclusive culture where we value and recognize our employees’ contributions
• An organization committed to making a difference in our communities – for you and your customers
• You will have an assigned book of mid-affluent customers and the ability to build on this book with growth potential customers
• You’ll receive clear transparent criteria to progress in your career

«In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.»

Location(s): Canada : Quebec : Gatineau

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.