Financial Planner - Montreal Branches

Scotiabank; Montreal; On-site; CAD 60,000 - 90,000; Full time

Job summary

A leading bank in the Americas seeks a Financial Planner for its Montreal Branches. In this role, you'll build client relationships and provide strategic financial planning and investment advice. The successful candidate should be knowledgeable in financial planning and investment sales, with the ability to communicate fluently in both French and English.

Benefits

Inclusive and accessible environment

Comprehensive financial planning framework

Qualifications

• Experience in financial planning and investment sales preferred.
• Successfully completed or working towards IQPF designation.
• Bilingual in French and English for serving diverse clientele.

Responsibilities

• Develop and deepen client relationships through financial advice.
• Conduct in-depth reviews including retirement and estate planning.
• Identify client needs to craft personalized financial strategies.

Skills

Financial planning

Investment sales

Client relationship management

Bilingual communication

Education

IQPF designation

Accredited mutual funds professional

Job description

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Requisition ID: 228112

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.
  
  

Skills

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.
  
  

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 and English-speaking clientele.

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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 (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. 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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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