Financial Planner, Chabanel, Montreal Center

2 weeks ago

Montreal, Quebec, Canada Scotiabank Full time

Press Tab to Move to Skip to Content Link

Select how often (in days) to receive an alert:

Requisition ID: 201237

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.
#J-18808-Ljbffr

  • Financial Planner, Chabanel, Montreal Center

    2 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Requisition 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 importantly, you realize that your clients are your greatest...

  • Financial Planner, Chabanel, Montreal Center

    2 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Requisition 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

  • Chef/restaurateur Bistro

    2 weeks ago

    Montreal, Quebec, Canada Marcarko Ltd, 555 Chabanel Full time

    À la recherche d'une opportunité pour gérer votre propre bistrot ?Ne cherchez pas plus loin que le 555 Chabanel Ouest Nous louons notre espace de cuisine commerciale entièrement équipée au rez-de-chaussée d'un immeuble de bureaux animé, le 555 Midtown, situé dans une zone très fructueuse.Nos locataires actuels, un couple plus âgé, souhaitent...

  • Financial Planner

    2 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Requisition 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...

  • Financial Planner, Downtown Montreal

    2 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Requisition 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,...

  • Financial Planning Advisor

    2 weeks ago

    Montreal, Quebec, Canada Bank of Montreal Full time

    locations 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...

  • Planner I

    2 weeks ago

    Montreal, Quebec, Canada Kelly Professional & Industrial Full time

    Bilingual Inventory Planner Location: Longueuil, QCOur client, a renowned multinational manufacturer in the aviation sector, is seeking an experienced Bilingual Inventory Planner for their facility in Longueuil, Montreal's south shore.Purpose:This document outlines the responsibilities and qualifications required for the role of Inventory Planner at Kelly...

  • Financial Planner

    2 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Requisition 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 time

    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 your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique...

  • Planificateur Financier- Chabanel Ouest, Montreal, Quebec

    2 weeks ago

    Montreal, Quebec, Canada Banque Scotia Full time

    Numéro de la demande: Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement. À propos du role À titre de conseiller en services bancaires, Planification de la retraite et des placements vous devez contribuer au succès global de l'équipe en atteignant les objectifs...

  • Financial Planner, Investment Specialist, Downtown Montreal

    2 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Is 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...

  • Merchandise Planner

    2 weeks ago

    Montreal, Quebec, Canada DAVIDsTEA Full time

    Position: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...

  • Senior Total Wealth Planner

    2 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: Senior Total Wealth Planner - Montreal Requisition ID: 197060Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: Financial Planning is a key service provided to clients of Scotia Wealth...

  • Financial Planner, Decarie and Ferrier Branch

    2 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Requisition ID: 201249Join 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...

  • Project Planner

    2 weeks ago

    Montreal, Quebec, Canada Astek Full time

    PROJECT PLANNER MONTREAL Astek Canada fait partie du Groupe Astek présent dans 22 pays et soutenu par plus de 8 000 ressources hautement qualifiées en TI / ingenierie. Au Canada, la firme se spécialise en service conseil TI et en ingénierie. Depuis 1988, nos équipes pilotent avec succès les str

  • Planner

    2 weeks ago

    Montreal, Quebec, Canada ALDO Group Full time

    Job Title: PlannerDepartment:AGILooking to unbox your full potential? STEP UP with the ALDO GROUP.WE'RE ON A JOURNEY TO CREATE A WORLD OF LOVE, CONFIDENCE AND BELONGINGThe ALDO Group has been on this journey for over 50 years. We believe that our passionate associates are at the heart of our success, and that with them we will lead into our future with...

  • Financial Planner

    2 weeks ago

    Montreal, Quebec, Canada Banque Nationale du Canada Full time

    Area 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....

  • Advisor, Call Center

    2 weeks ago

    Montreal, Quebec, Canada Banque Laurentienne Full time

    Montreal- Customer servicePart Time March 2024Laurentian Bank. Seeing beyond numbersBuilding a better and different financial institutionFinancial BenefitsWorking EnvironmentCommuting and TravellingFood and DrinksNice to haveFinancial BenefitsPension planGroup InsuranceStock purchase programMortgage, Line of Credit, Personal Loan, low interest ratesIncentive...

  • Bilingual Inventory Planner--planificateur d'inventaire bilingue

    2 weeks ago

    Montreal, Quebec, Canada Kelly Professional & Industrial Full time

    Job Title: Bilingual Inventory PlannerLocation: Longueuil, QCCompany: Well-known multinational manufacturer in the aviation industryThe company is searching for an experienced Bilingual Inventory Planner to join their team in Longueuil, Quebec, located on the south shore of Montreal. This position involves managing inventory and planning strategies to...

  • Bilingual Inventory Planner--planificateur d'inventaire bilingue

    2 weeks ago

    Montreal, Quebec, Canada Kelly Professional & Industrial Full time

    Job Title:Bilingual Inventory Planner Location: Longueuil, QC Our client, a well-known multinational manufacturer in the aviation industry, is looking for an experienced Bilingual Inventory Planner for their location in the south shore(Longueuil) of Montreal. 1.0 Purpose This document defines the