Financial Planner, Decarie and Ferrier Branch
2 weeks ago
Requisition ID: 201249
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.
Following a comprehensive financial planning framework, you will be focused on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area.
Promote the development and sustainable growth of proprietary investment business in the assigned market area by:
- Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients' financial goals.
- Exhibiting a natural curiosity to uncover and solve for client's needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
- Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
- Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
- Exercising a collaborative approach when dealing with peers, clients, and partners.
- Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:
- Experience in financial planning and investment sales is preferred.
- Successfully completed (or working towards) the IQPF designation within Quebec.
- You're an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
- You're able to work independently as a self-motivated entrepreneur with minimal supervision.
- Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
- Bilingualism in French and English. 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 English and French speaking clientele.
What's in it for you?
- A competitive compensation and benefits package tailored for the 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
Location(s): Canada : Quebec : Montreal
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.
-
Branch Manager
2 weeks ago
Montreal, Quebec, Canada iA Financial Group Full timeJob category: Retail Banking Regional and Branch Management - Generalist/MultidisciplineRetail Banking & Branch Management/Hybrid /Permanent/Quebec City, Montreal/Desired start date: In the near futureDo you enjoy managing multiple priorities, interacting with various stakeholders, all while utilizing your problem-solving abilities? The retail banking &...
-
Branch Manager
2 weeks ago
Montreal, Quebec, Canada iA Financial Group Full timeJob category: Retail Banking Regional and Branch Management - Generalist/Multidiscipline Retail Banking & Branch Management/Hybrid /Permanent/Quebec City, Montreal/Desired start date: As soon as possible Do you like juggling multiple priorities, being in contact with multiple stakeholders, all while using your problem-solving skills? The retail banking &...
-
Financial Planner
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeRequisition ID: 199059Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent mark
-
Financial Planner
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the role As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique...
-
Financial Planner
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeRequisition ID: 199059 Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Financial Planner, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Most importantly, you realize that your clients are...
-
Branch Manager
2 weeks ago
Montreal, Quebec, Canada iA Groupe financier iA Financial Group Full timeRetail Banking & Branch Management/Telework or Hybrid/Permanent/Quebec City, Montreal, Toronto_Do you like juggling multiple priorities, being in contact with multiple stakeholders, all while using your problem-solving skills? The retail banking & branch management team at iA Private Wealth needs you to support their mission.Reporting to the Senior Branch...
-
Montreal, Quebec, Canada Scotiabank Full timeIs this role right for you? In this role, you will: Promote the development and sustainable growth of proprietary investment business in the assigned market area by: Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development...
-
Financial Planner
1 month ago
Montreal, Quebec, Canada TD Bank Full timeWork Location:Côte Saint-Luc, Quebec, CanadaHours:37.5Line of Business:TD WealthPay 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...
-
Financial Planner
2 weeks ago
Montreal, Quebec, Canada TD Bank Full timeWork Location:Côte Saint-Luc, Quebec, CanadaHours:37.5Line of Business:TD WealthPay 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...
-
Financial Planner
4 weeks ago
Montreal, Quebec, Canada TD Bank Full timeWork Location:Côte Saint-Luc, Quebec, CanadaHours:37.5Line of Business:TD WealthPay 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...
-
Financial Planner, Chabanel, Montreal Center
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeRequisition ID: 201237Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most impor
-
Financial Planner
2 weeks ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeArea of Interest: Advisory services, Personal banking As a financial planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan....
-
Financial Planner Relationship
2 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the chance to oversee and expand a portfolio of mass affluent clients. You conduct thorough reviews of clients' financial situations, building lasting relationships by offering top-notch advice, financial planning skills, and ongoing support. Your relentless drive to meet...
-
Branch Supervision Administrator
2 weeks ago
Montreal, Quebec, Canada BMO Financial Group Full time1501 McGill College Avenue Montreal Quebec,H3A 3M8Supports sales supervision activities and regulatory activities for designated branches to meet all regulatory requirements. Acts as a designee on supervision objectives for the branch. Provides ongoing supervision education to assigned branch / portfolio. Provides support and guidance to branch employees on...
-
Montreal, Quebec, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. As a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team's overall success by...
-
Merchandise Planner
2 weeks ago
Montreal, Quebec, Canada DAVIDsTEA Full timePosition:Merchandise PlannerLove your jobAre you looking for an exciting new opportunity?DAVIDsTEA is a leading branded retailer and growing wholesaler of specialty loose leaf tea, offering a selection of signature blends, single-origin teas, and tea-related gifts and accessories through our e-commerce platform and 18 Canadian retail stores. Based in...
-
Financial Planner, Downtown Montreal
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeRequisition ID: # Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset,...
-
Montreal, Quebec, Canada Banque Scotia Full timeJoin a winning, committed, and results-driven team that operates within an inclusive culture and high-performance environment. Job Title: Specialist in Investment Placement Company: Banque Scotia As a Specialist in Investment Placement, your main focus will be to establish and strengthen relationships with clients in the high net worth mass market by...
-
Financial Planning Advisor
2 weeks ago
Montreal, Quebec, Canada Bank of Montreal Full timelocations M058- CoteDesNeiges&QueenMary(5145chemin-Cote des-Neiges,Montreal) - BMO M353- Seville (2163 St-Catherine Ouest, Montreal, QC) - BMO time type Full time Retail Banking Sales & Service The financial planner will be assigned to 2 branches, 5145 Queen-Mary and 2163 Ste-Catherine West in Montreal. Provides financial and investment planning and advice...
-
Portfolio Manager
2 weeks ago
Montreal, Quebec, Canada CWB Financial Group Full timeWe do this by: Putting people first and building relationships with intention Harness the power of inclusion through a culture that recognizes who we are and how we show up as individuals and as a team CWB Wealth Management. CWB Wealth Management is a leader in the Canadian private wealth industry, with more than 200 wealth professionals across Canada, and...
