Financial Planner, Branch Network - Anjou, Quebec

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

Job summary

A leading financial institution in Anjou, Quebec is looking for a Financial Planner to join their retail branch network. In this role, you'll establish and deepen client relationships, provide expert financial advice, and promote investment business growth. Candidates should have experience in financial planning, hold relevant certifications, and be bilingual in French and English. A supportive work environment with competitive compensation and benefits is offered.

Benefits

Competitive compensation and benefits package

Supportive work environment promoting work-life balance

Relocation support (upon approval)

Qualifications

• Experience in a collaborative, results-driven team culture.
• Knowledgeable of market trends, economic conditions, and regulations.

Responsibilities

• Establish and deepen investment and banking relationships.
• Conduct in-depth reviews for assigned clients.
• Deliver trusted financial advice regarding investments and retirement planning.
• Leverage technology tools to enhance client interactions.

Skills

Experience in financial planning and investment sales

Bilinguism in French and English

Self-motivation and goal-oriented mindset

Education

IPF (IQPF) designation or equivalent

Certification as a Mutual Funds Representative

Job description

Title: Financial Planner, Branch Network - Anjou, Quebec

Requisition ID: 236255

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

About the role

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients.

Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

• Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.
• Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
• Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
• Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
• Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
• Leveraging advanced technology tools to enhance client interactions and streamline financial planning processes.
• Focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth.

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

• Experience in financial planning and investment sales is preferred.
• Successfully completed the IPF (IQPF) designation or bank recognized equivalent.
• Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank-recognized equivalent.
• Thrive in a collaborative, results-driven team culture where your contributions are recognized and rewarded.
• Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
• Bilinguism in French and English. Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communication in French and English because they will serve French and English speaking clientele.

What’s in it for you?

• Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.
• An inclusive culture that values and recognizes contributions, and a commitment to making a difference in our communities.
• A supportive work environment that promotes work-life balance.
• Benefit from relocation support (upon approval) and enjoy competitive incentives designed to set you up for success in this role.

Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division. If you are interested in learning more about this role, please review our “Financial Planner, Scotia Financial Planning” postings.

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 : Anjou

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, alternative format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.