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Financial Planner, Laval, Quebec

3 months ago

Laval, Canada Scotiabank Full time

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:

  1. Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and retirement planning.
  2. Be results-driven by taking a proactive approach to discovering our customers’ needs, listening to understand what they are looking for.
  3. 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.
  4. Be highly engaged, educating customers, providing relevant insights and expert advice.
  5. Demonstrate a collaborative approach when dealing with peers, customers, and partners.
  6. 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:

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

What’s in it for you?

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

Location(s): Canada : Quebec : Laval

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 during the recruitment and selection process, please let our Recruitment team know. 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.

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