Wealth Planner & Investment Strategy Advisor

Scotiabank; Montreal (administrative region); On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Work-life balance

Relocation support

Job summary

A leading financial institution seeks a Financial Planner in Montreal to manage investment and banking relationships. Responsibilities include conducting in-depth client reviews, providing trusted financial advice, and fostering strong client engagement. Successful candidates will have relevant financial planning experience and certifications. The role offers competitive compensation, benefits, and a supportive work environment focused on inclusivity and community impact.

Qualifications

• 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.

Responsibilities

• Conduct in-depth reviews for assigned clients including retirement planning.
• Deliver trusted financial advice regarding investments and retirement planning.
• Build relationships with clients, focusing on their needs and experiences.

Skills

Experience in financial planning and investment sales

Completed IPF (IQPF) designation or equivalent

Certification as a Mutual Funds Representative

Collaborative team player

Knowledgeable of market trends and regulations

Job description

A leading financial institution seeks a Financial Planner in Montreal to manage investment and banking relationships. Responsibilities include conducting in-depth client reviews, providing trusted financial advice, and fostering strong client engagement. Successful candidates will have relevant financial planning experience and certifications. The role offers competitive compensation, benefits, and a supportive work environment focused on inclusivity and community impact.