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, 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 therole

  • 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 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

  • Sales Associate Downtown Montreal

    2 weeks ago

    Montreal, Quebec, Canada Softmoc Shoes Downtown Mtl Full time

    Softmoc Downtown MontrealWe are seeking an experienced Sales associate who is passionate about providing exceptional customer service and is confident that they will fit in with our young, energetic and smiley team.We require you to be punctual, hard working, friendly, but above all, to show initiative and professionalism as well as bilingualism.You will be...

  • Sales Associate Downtown Montreal

    2 weeks ago

    Montreal, Quebec, Canada Softmoc Shoes Downtown Mtl Full time

    Softmoc Downtown Montreal- CHECK YOUR EMAIL FOR A RESPONSE FROM US_We are seeking an experienced Sales associate who is passionate about providing exceptional customer service and is confident that they will fit in with our young, energetic and smiley team.We require you to be punctual, hard working, friendly, but above all, to show initiative and...

  • 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, 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...

  • Janitor Assistant

    2 weeks ago

    Montreal, Quebec, Canada Downtown Montreal Full time

    Janitor-Assistant for residential building - Downtown Montreal.Schedule: Monday to Friday - 7:30am to 4:00pm (40 hrs/wk) $20/Hr.Duties: Cleaning the building and small repairs.**Requirements**:- Minimum 2 years experience in similar position- Handyman- Strong attention to detail and ability to maintain a high level of cleanliness- Ability to work...

  • Financial Planner, Investment Specialist, Downtown Montreal

    2 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Requisition ID: 188458Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent Downtown Mon

  • 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

    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...

  • 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

  • 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...

  • Security Guard in Downtown Montreal

    2 weeks ago

    Montreal, Quebec, Canada Securitas Canada Ltd. Full time

    Security Guard in Downtown Montreal (Night Shifts)We are currently looking for security agents to join our security team at a downtown hotel in Montreal_Work Schedule _ Every Friday and Saturday, from 11:00 PM to 7:00 AM Permanent parttime position (16 hours per week)_Responsibilities _ Observes and reports activities and incidents at an assigned client...

  • Front Office Supervisor

    2 weeks ago

    Montreal, Quebec, Canada Residence Inn Montreal Downtown Full time

    Job Number Job Category Rooms & Guest Services OperationsLocation Residence Inn Montreal Downtown, 2045 Rue Peel, Montreal, QC, Canada VIEW ON MAPSchedule Full-TimeLocated Remotely? NRelocation? NPosition Type Non-ManagementPosition SummaryProcess all guest check-ins, verifying guest identity, form of payment, assigning room, and activating/issuing room key....

  • Front Office Supervisor

    1 month ago

    Montreal, Quebec, Canada Residence Inn Montreal Downtown Full time

    Job Number Job Category Rooms & Guest Services OperationsLocation Residence Inn Montreal Downtown, 2045 Rue Peel, Montreal, QC, Canada VIEW ON MAPSchedule Full-TimeLocated Remotely? NRelocation? NPosition Type Non-ManagementPosition SummaryProcess all guest check-ins, verifying guest identity, form of payment, assigning room, and activating/issuing room key....

  • Front Office Supervisor

    4 weeks ago

    Montreal, Quebec, Canada Residence Inn Montreal Downtown Full time

    Job Number Job Category Rooms & Guest Services OperationsLocation Residence Inn Montreal Downtown, 2045 Rue Peel, Montreal, QC, Canada VIEW ON MAPSchedule Full-TimeLocated Remotely? NRelocation? NPosition Type Non-ManagementPosition SummaryProcess all guest check-ins, verifying guest identity, form of payment, assigning room, and activating/issuing room key....

  • 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...

  • Resident superintendent in downtown Montreal

    2 weeks ago

    Montreal, Quebec, Canada Cogir Immobilier Full time

    COGIR Immobilier has 16,000 passionate real estate employees who work day after day to offer the best service and a better quality of life to our clients. Our team manages more than 420 properties located in Quebec, Ontario and the United States. The company is currently ranked 41st among the largest companies in Quebec Location Name : GRIFFIN SQUARE...

  • 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...

  • CIBC - Financial Planning Specialist - Montreal - Bilingual

    2 weeks ago

    Montreal, Quebec, Canada Canadian Imperial Bank of Commerce Full time

    CIBC - Financial Planning Specialist - Montreal - Bilingual page is loaded CIBC - Financial Planning Specialist - Montreal - Bilingual Apply locations Montréal, QC time type Full time posted on Posted Yesterday job requisition id We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated...

  • CIBC - Customer Service Representative - ISI Contact Center - Downtown Montreal - Bilingual

    2 weeks ago

    Montreal, Quebec, Canada Canadian Imperial Bank of Commerce Full time

    CIBC - Customer Service Representative - ISI Contact Center - Downtown Montreal - Bilingual page is loaded CIBC - Customer Service Representative - ISI Contact Center - Downtown Montreal - Bilingual Apply locations Montréal, QC time type Full time posted on Posted 5 Days Ago job requisition id We're building a relationship-oriented bank for the modern...