Financial Planner: Retirement & Investment Advisor

Scotiabank; Laval; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Relocation support

Benefits package

Job summary

Scotiabank in Laval, QC is seeking a Financial Planner (FAIR) to build and deepen investment and primary banking relationships. You will manage a portfolio, promote proprietary investment growth, and help clients achieve retirement and wealth goals with tailored financial strategies.

You'll work with branch partners, use planning tools, and strive to meet or exceed deposits and investment sales targets while delivering exceptional client experiences in a bilingual environment.

Qualifications

• Experience in financial planning and investment sales is preferred.
• IPF (IQPF) designation or bank-recognized equivalent.
• Mutual Funds Representative license in good standing with licensing requirements.
• Thrive in a collaborative, results-driven team culture.

Responsibilities

• Establish and deepen investment and primary banking relationships with clients.
• Meet or exceed negotiated deposit and investment sales goals.
• Conduct retirement planning, wealth accumulation, and estate planning reviews.
• Deliver trusted financial advice and personalized financial strategies.
• Use advanced planning tools to support clients' goals.

Skills

Financial planning

Investment sales

Client relationship management

Bilingual English-French

Education

IPF (IQPF) designation

Mutual Funds Representative license

Job description

Scotiabank in Laval, QC is seeking a Financial Planner (FAIR) to build and deepen investment and primary banking relationships. You will manage a portfolio, promote proprietary investment growth, and help clients achieve retirement and wealth goals with tailored financial strategies.

You'll work with branch partners, use planning tools, and strive to meet or exceed deposits and investment sales targets while delivering exceptional client experiences in a bilingual environment.