Financial Advisor, Investment & Retirement Planning Associate

Scotiabank; Montreal; On-site; CAD 70,000 - 100,000; Full time

Job summary

A leading bank seeks a financial planner dedicated to developing deep client relationships and providing expert investment and financial planning advice. The role focuses on ensuring clients achieve their unique financial goals, while navigating through retirement and wealth management services. The ideal candidate will thrive in a performance-oriented environment and exhibit strong bilingual communication skills.

Qualifications

• Experience in financial planning and investment sales is preferred.
• Progress towards or holding the Personal Financial Planner designation.
• Bilingual in French and English to serve all clients.

Responsibilities

• Conduct thorough reviews for clients, focusing on retirement and estate planning.
• Sell investments and acquire new clients.
• Promote sustainable growth of investment activities in the assigned market.

Skills

Financial Planning

Investment Sales

Customer Relationship Management

Bilingualism (French and English)

Goal-oriented

Education

Personal Financial Planner designation

Certification as a mutual funds professional

Job description

Requisition ID: #

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

About the Role

As a financial planner, you will focus on developing and deepening client relationships by providing high-quality advice and services within the wealth management market. Your clients are your greatest asset, and your priority is to offer investment and financial planning advice to help them achieve their unique goals.

Following a comprehensive financial planning framework, your responsibilities include selling investments, acquiring new clients, and creating business development opportunities with prospects and existing clients in your assigned market sector.

You will promote sustainable growth of proprietary investment activities within your assigned market area by:

• Conducting thorough reviews for assigned clients, including retirement planning, wealth management, and estate planning, using financial planning skills and tools to support clients' financial objectives.
• Having a natural curiosity to discover and meet client needs, providing reliable financial advice regarding investments and retirement planning.
• Being autonomous and performance-oriented in your approach to understanding client needs, listening actively, and offering personalized strategies and solutions.
• Engaging effectively, educating clients, providing relevant information, and offering expert advice.
• Demonstrating a collaborative approach in relationships with peers, clients, and partners.
• Building relationships focused on delivering an exceptional client experience and developing long-term relationships with existing clients.

Skills and Qualifications

We would be delighted to work with you if you possess:

• Experience in financial planning and investment sales is preferred.
• Progress towards or holding the Personal Financial Planner (Planificateur financier personnel) designation, IQPF, in Quebec.
• Certification as a mutual funds professional, with current accreditation and compliance with the licensing requirements of the Canadian Securities Course or Investment Funds in Canada.
• Goal-oriented, proactive, and able to work independently as a motivated entrepreneur with minimal supervision within a larger team.
• Knowledge of competitive offerings, market trends, economic conditions, and regulatory environment.
• Bilingual in French and English, capable of communicating effectively in both languages to serve both anglophone and francophone clients.

Location

Canada: Quebec: Montreal-Ouest

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

At Scotiabank, we value the unique skills and experiences each individual brings and are committed to creating an inclusive and accessible environment for everyone. If you require accommodations during the recruitment process, please inform our Recruitment team. Candidates must apply online to be considered. We thank all applicants for their interest; only those selected for an interview will be contacted.