Wealth & Retirement Planning Advisor

Scotiabank; Montreal (administrative region); On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation and benefits package

Supportive work environment promoting work-life balance

Relocation support and competitive incentives

Job summary

A leading bank in the Americas is seeking a Financial Advisor specializing in Investment and Retirement Planning in Montreal. This role involves establishing relationships, providing financial advice, and achieving investment sales goals. The ideal candidate has experience in financial planning, holds relevant certifications, and thrives in a collaborative team culture. The position offers competitive compensation, benefits, and a supportive work environment that promotes work-life balance.

Qualifications

• Experience in financial planning and investment sales is preferred.
• Completed the IPF (IQPF) designation or bank recognized equivalent.
• Certification as a Mutual Funds Representative in good standing.

Responsibilities

• Establish and deepen investment relationships with clients.
• Conduct in-depth financial reviews for assigned clients.
• Deliver trusted financial advice regarding investments.

Skills

Experience in financial planning and investment sales

Knowledge of market trends and regulatory environment

Collaborative mindset

Education

IPF (IQPF) designation or equivalent

Certification as a Mutual Funds Representative

Job description

A leading bank in the Americas is seeking a Financial Advisor specializing in Investment and Retirement Planning in Montreal. This role involves establishing relationships, providing financial advice, and achieving investment sales goals. The ideal candidate has experience in financial planning, holds relevant certifications, and thrives in a collaborative team culture. The position offers competitive compensation, benefits, and a supportive work environment that promotes work-life balance.