Wealth Planner: Retirement, Investments & Client Growth

Scotiabank; Montreal; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading bank in the Americas is seeking a Financial Planner in Montreal to establish and deepen client relationships. You will manage investment and banking portfolios, conduct financial reviews, and provide tailored advice to clients. Ideal candidates possess financial planning experience and relevant certifications. The role offers competitive compensation, benefits, and a supportive work environment that values diversity.

Benefits

Competitive compensation and benefits

Work-life balance

Relocation support

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

• Establish and deepen investment and banking relationships with clients.
• Conduct in-depth reviews for assigned clients, supporting financial goals.
• Provide financial advice regarding investments and retirement planning.

Skills

Experience in financial planning and investment sales

Strong communication skills

Knowledge of market trends

Education

IPF (IQPF) designation or equivalent

Certification as a Mutual Funds Representative

Job description

A leading bank in the Americas is seeking a Financial Planner in Montreal to establish and deepen client relationships. You will manage investment and banking portfolios, conduct financial reviews, and provide tailored advice to clients. Ideal candidates possess financial planning experience and relevant certifications. The role offers competitive compensation, benefits, and a supportive work environment that values diversity.