Financial Planner - Lachenaie, QC

Scotiabank; Montreal; On-site; CAD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking financial institution where your expertise as a Financial Planner will help clients achieve their financial goals. In this role, you will build and nurture relationships with clients, providing tailored investment and financial planning advice. Your ability to engage clients and understand their unique needs will be essential in promoting sustainable growth within the mass affluent market. This inclusive organization values your contributions and offers a competitive compensation package, making it a great place to advance your career and make a positive impact in the community.

Benefits

Competitive compensation and benefits

Inclusive culture

Opportunity to make a lasting impact

Community involvement initiatives

Qualifications

• Experience in financial planning and investment sales is preferred.
• Bilingualism in French and English is required.

Responsibilities

• Develop and deepen client relationships through high-quality financial advice.
• Conduct in-depth reviews for clients, focusing on retirement and wealth planning.

Skills

Financial Planning

Investment Sales

Client Relationship Management

Bilingual (English and French)

Self-Motivation

Education

IQPF designation (or working towards)

Accredited Mutual Funds Professional

Tools

Financial Planning Tools

Job description

Requisition ID: 211219

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

As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.

Following a comprehensive financial planning framework, you will be focused on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area.

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.
• Exercising a collaborative approach when dealing with peers, clients, and partners.
• Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.

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 (or working towards) the IQPF designation within Quebec.
• You’re an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
• You're able to work independently as a self-motivated entrepreneur with minimal supervision.
• Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
• Bilingualism in French and English. Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English & French because they will serve English and French speaking clientele.

What’s in it for you?

• A competitive compensation and benefits package tailored for the role.
• Ability to make a lasting impact on an assigned book of 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.

Location(s): Canada : Quebec : Montreal

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 during the recruitment and selection process, please let our Recruitment team know. 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.