Financial Planner

3 days ago

DollardDesOrmeaux, Canada Scotiabank Full time

Requisition ID: 207213

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

About the role

As an Investment & Personal Banking Specialist, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers. Your primary role is to establish/deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners.

Is this role right for you? In this role, you will:

  • Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and retirement planning to customers
  • Be results-driven by taking a proactive approach to discovering our customers' needs, listening to understand what they are looking for
  • Conduct comprehensive reviews for assigned customers including retirement planning, wealth accumulation and estate planning utilizing financial planning skills to create customized financial strategies and solutions
  • Be highly engaged, educating customers, providing relevant insights and expert advice
  • Demonstrate a collaborative approach when dealing with peers, customers, and partners
  • Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

  • Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
  • A minimum three years experience of financial planning and investment sales experience
  • Demonstrated sales management experience and the ability to market Scotiabank
  • Ability to cultivate strong relationships with customers, peers and partners

What's in it for you?

  • A competitive compensation and benefits package tailored for the Investment & Personal Banking Specialist, Investment & Retirement Planning role
  • Ability to make a lasting impact on an assigned book of customers
  • An inclusive culture where we value and recognize our employees' contributions
  • An organization committed to making a difference in our communities - for you and your customers.

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English French because they will serve and English-speaking clientele.

Location(s): Canada : Quebec : Dollard-des-ormeaux

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

  • Financial Planner

    4 days ago

    Dollard-Des Ormeaux, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and results-driven Investment & Personal Banking Specialist to join our team at Scotiabank. As a key member of our branch sales team, you will be responsible for contributing to our overall success by meeting and exceeding negotiated deposit and investment sales goals.Key ResponsibilitiesEstablish and deepen...

  • Financial Planner

    4 days ago

    Dollard-Des Ormeaux, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and results-driven Investment & Personal Banking Specialist to join our team at Scotiabank. As a key member of our branch sales team, you will be responsible for contributing to our overall success by meeting and exceeding negotiated deposit and investment sales goals.Key ResponsibilitiesEstablish and deepen...

  • Financial Planner

    4 days ago

    Dollard-Des Ormeaux, Canada Scotiabank Full time

       Requisition ID: 207213Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As an Investment & Personal Banking Specialist, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding...

  • Financial Planner

    2 weeks ago

    Rivière-Des-Prairies Southwest, Canada National Bank Full time

    A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact. Your job Identify clients’ investment and...

  • Financial Planner

    2 weeks ago

    Rivière-Des-Prairies Southwest, Canada National Bank Full time

    A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact. Your jobIdentify clients’ investment and...

  • Procurement Planner

    2 weeks ago

    Rivière-Des-Prairies Southwest, Canada Fed Supply Full time

    Fed Supply is a recruitment agency that is specialized in customer service, purchasing, logistics and transport. Our consultants are all experts and speak your language. We are committed to working with you throughout your job search and beyond. Fed Supply is a recruitment agency that is specialized in customer service, purchasing, logistics and...

  • Procurement Planner

    1 day ago

    Rivière-Des-Prairies Southwest, Canada Fed Supply Full time

    Fed Supply is a recruitment agency that is specialized in customer service, purchasing, logistics and transport. Our consultants are all experts and speak your language. We are committed to working with you throughout your job search and beyond. Fed Supply is a recruitment agency that is specialized in customer service, purchasing, logistics and...

  • Procurement Planner

    3 months ago

    Rivière-Des-Prairies Southwest, Canada Fed Supply Full time

    Fed Supply is a recruitment agency that is specialized in customer service, purchasing, logistics and transport.Our consultants are all experts and speak your language.We are committed to working with you throughout your job search and beyond.Le cabinet Fed Supply est spécialiste du recrutement temporaire et permanent pour les métiers du service client,...

  • Mobile Mortgage Specialist, Ouest de Mtl

    4 weeks ago

    Dollard-Des Ormeaux, Canada TD Bank Full time

    Work Location:CanadaHours:37.5Line of Business:Personal & Commercial BankingPay Details:We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description:TD Canada...

  • Directeur, chaîne d’approvisionnement et planification des ventes et des opérations

    1 month ago

    Dollard-des-Ormeaux, Canada Brother Canada Full time

    Faites progresser votre carrière tout en faisant une différence. Joignez-vous à Brother Canada en tant que directrice ou directeur, chaîne d’approvisionnement et planification des ventes et des opérations. Êtes-vous prêt(e) à passer à une nouvelle étape de votre carrière? Brother Canada est l’endroit parfait pour le faire. Nous savons que...

  • Directeur, chaîne d’approvisionnement et planification des ventes et des opérations

    2 weeks ago

    Dollard-des-Ormeaux, Canada Brother Canada Full time

    Faites progresser votre carrière tout en faisant une différence. Joignez-vous à Brother Canada en tant que directrice ou directeur, chaîne d’approvisionnement et planification des ventes et des opérations . Êtes-vous prêt(e) à passer à une nouvelle étape de votre carrière? Brother Canada est l’endroit parfait pour le faire. Nous savons que la...

  • Directeur, chaîne d’approvisionnement et planification des ventes et des opérations

    2 weeks ago

    Dollard-des-Ormeaux, Canada Brother Canada Full time

    Faites progresser votre carrière tout en faisant une différence. Joignez-vous à Brother Canada en tant que directrice ou directeur, chaîne d’approvisionnement et planification des ventes et des opérations . Êtes-vous prêt(e) à passer à une nouvelle étape de votre carrière? Brother Canada est l’endroit parfait pour le faire. Nous savons que la...

  • Directeur, chaîne d’approvisionnement et planification des ventes et des opérations

    1 month ago

    Dollard-Des Ormeaux, Canada Brother Canada Full time

    Faites progresser votre carrière tout en faisant une différence. Joignez-vous à Brother Canada en tant que directrice ou directeur, chaîne d’approvisionnement et planification des ventes et des opérations. Êtes-vous prêt(e) à passer à une nouvelle étape de votre carrière? Brother Canada est l’endroit parfait pour le faire. Nous savons que la...