Financial Planner - Montreal West

Scotiabank; Dollard-des-Ormeaux; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Financial Planner to join their team. In this role, you will focus on building and nurturing client relationships, providing high-quality investment and financial planning advice tailored to the unique goals of clients in the mass affluent market. You will utilize a comprehensive financial planning framework to promote sustainable growth and deliver expert advice. This role is perfect for a self-motivated individual who thrives in a collaborative environment and is passionate about making a lasting impact on clients' financial futures. Join a company that values inclusivity and recognizes the contributions of its employees.

Benefits

Competitive compensation and benefits package

Inclusive culture

Opportunity to make a lasting impact

Community involvement

Qualifications

• Experience in financial planning and investment sales is preferred.
• Bilingual in French and English is required for client communication.

Responsibilities

• Develop client relationships by providing investment and financial planning advice.
• Conduct in-depth reviews for clients, focusing on their financial goals.

Skills

Financial Planning

Investment Sales

Client Relationship Management

Bilingual (French and English)

Self-Motivation

Education

IQPF Designation

Accredited Mutual Funds Professional

Job description

Requisition ID: 209431

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, delivering trusted financial advice 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 : Dollard-des-ormeaux || Canada : Quebec : Baie-d'urfe || Canada : Quebec : Beaconsfield || Canada : Quebec : Kirkland || Canada : Quebec : Lachine