Wealth & Retirement Planner — Trusted Financial Guidance

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. This role involves building strong investment and banking relationships with clients, providing tailored financial advice, and achieving sales goals. The ideal candidate has experience in financial planning, holds relevant certifications, and thrives in a collaborative environment. Competitive compensation and benefits are offered.

Benefits

Competitive compensation and benefits package

Supportive work environment promoting work-life balance

Relocation support (upon approval)

Qualifications

• Experience in financial planning and investment sales is preferred.
• Certification as a Mutual Funds Representative in good standing.
• Knowledgeable of competitive offerings and regulatory environment.

Responsibilities

• Conduct in-depth reviews for assigned clients regarding retirement planning and wealth accumulation.
• Establish and deepen investment and banking relationships with clients.
• Deliver trusted financial advice and create personalized financial strategies.

Skills

Financial planning experience

Investment sales experience

Knowledge of market trends

Strong client relationship skills

Education

IPF (IQPF) designation

Certification as a Mutual Funds Representative

Job description

A leading bank in the Americas is seeking a Financial Planner in Montreal. This role involves building strong investment and banking relationships with clients, providing tailored financial advice, and achieving sales goals. The ideal candidate has experience in financial planning, holds relevant certifications, and thrives in a collaborative environment. Competitive compensation and benefits are offered.