Current jobs related to Financial Planner, Qubec City - Canada, CA - Scotiabank
-
Financial Planner, Québec City
1 month ago
Canada, CA Scotiabank Full timeFinancial PlannerJoin 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 Planner
1 month ago
Canada, CA Radiant Financial Group. Full timeWe are looking for a Financial Planner to join our growing team. This individual will identify and provide financial planning advice to clients and maintain profitable long terms relationships with those clients in order to achieve their goals and aspirations.The ideal candidate will work remotely and be based in the Devon area, with the ability to travel...
-
Financial Planner
1 month ago
Canada, CA TD Bank Full timeJob Description:Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives.With a focus on relationship management, advice, and business development,...
-
Financial Planner
3 weeks ago
Canada, CA TD Bank Full timeWe’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:Department Overview:TD Wealth takes a sophisticated and holistic goals discovery approach to...
-
Financial Planner
4 weeks ago
Canada, CA TD Bank Full timeWe’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:Are you an experienced professional skilled at providing mass affluent investing clients with...
-
Financial Planner
4 weeks ago
Canada, CA The Toronto-Dominion Bank Full timeWe’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 Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and...
-
Financial Planner, Arnprior
1 month ago
Canada, CA Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 201156Join 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, Truro or Amherst
1 month ago
Canada, CA Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: Financial Planner, Truro or Amherst Requisition ID: 201099Join 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...
-
Financial Planner
1 month ago
Canada, CA TD Bank Full timeWe’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: Are you an experienced professional skilled at providing mass affluent investing clients...
-
Financial Planner
1 month ago
Canada, CA Scotiabank Full timeTitle: Financial Planner - Mississauga, Brampton, EtobicokeRequisition ID: 201285Join 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...
-
Financial Planner, Corner Brook or Stephenville
1 month ago
Canada, CA Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: Financial Planner, Corner Brook or Stephenville Requisition ID: 201161Join 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...
-
Financial Planner
3 weeks ago
Canada, CA Banque Nationale du Canada Full timeArea of Interest: Advisory services, Personal bankingA 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...
-
Financial Planner I
4 weeks ago
Canada, CA The Toronto-Dominion Bank Full timeWe’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:Are you an experienced professional skilled at providing mass affluent investing clients with...
-
Financial Planner
1 month ago
Canada, CA TD Bank Full timeHoraire: 37.5Secteur d'activité: Gestion de patrimoine TDLieu de travail: St. John's, Terre-Neuve-et-Labrador, CanadaDescription du poste: TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. Financial Planning team understands...
-
Financial Planner
1 month ago
Canada, CA Scotiabank Full timeJoin 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...
-
Financial Planner
1 month ago
Canada, CA Scotiabank Full timeTitle: Financial Planner - Pickering, Whitby, Oshawa, Ajax, ClaringtonRequisition ID: 201292Join 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....
-
Financial Planner
1 month ago
Canada, CA The Toronto-Dominion Bank Full timeFinancial Planner - Atateken st (Village) Work Location: Canada Hours: 37.5 Line of Business: TD Wealth Pay 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...
-
Financial Planner
4 weeks ago
Canada, CA The Toronto-Dominion Bank Full timeFinancial Planner - Future Opportunity (Scarborough/Pickering, ON) Work Location: Canada Hours: 37.5 Line of Business: TD Wealth Pay 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,...
-
Canada, CA Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: Financial Planner/Investment Specialist, Grand Falls-Windsor or Gander Requisition ID: 201162Join 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...
-
Underwriting Specialist, Technical Risks
1 month ago
Canada, CA Northbridge Financial Corporation Full timeUnderwriting Specialist, Technical Risks (Montreal or Quebec City) page is loaded Underwriting Specialist, Technical Risks (Montreal or Quebec City) Apply locations Montreal, QC Quebec City, QC time type Full time posted on Posted 4 Days Ago job requisition id R3206 What it’s like to be a Northbridge Underwriting SpecialistNorthbridge Insurance...
Financial Planner, Qubec City
1 month ago
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.
Responsibilities: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, delivering 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.
- 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 : Quebec
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 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