Current jobs related to Financial Planner, Québec City - Quebec - Scotiabank

  • Financial Planner in Training

    4 weeks ago

    Montreal, Quebec, G4F, CA National Bank Full time

    A career as a National Bank Financial Planner in Training 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 impact.Your jobIdentify clients’...

  • Planificateur Financier

    5 months ago

    Quebec City, Canada Gestion financière MD Full time

    Numéro de la demande: 195360 Joignez-vous à la communauté mondiale de BanquiersScotia pour aider les clients à améliorer leur situation. **Votre contribution** Relevant de la directrice régionale ou du directeur régional, vous serez responsable de créer des plans financiers personnalisés et complets et de proposer des stratégies de placement...

  • Customer Service Planner

    5 months ago

    Quebec City, Canada Eddyfi Technologies Full time

    Eddyfi Technologies offers a diverse portfolio of non-destructive inspection devices such as probes, devices and software for the inspection of critical components in key industries, including the oil, aerospace and nuclear industries. Through its entrepreneurial spirit, its passion for science and technology, and by placing the customer at the heart of our...

  • Customer Service Planner

    5 months ago

    Quebec City, Canada Eddyfi Technologies Full time

    Eddyfi Technologies offers a diverse portfolio of non-destructive inspection devices such as probes, devices and software for the inspection of critical components in key industries, including the oil, aerospace and nuclear industries. Through its entrepreneurial spirit, its passion for science and technology, and by placing the customer at the heart of our...

  • Financial Planner

    17 hours ago

    Chicoutimi, Quebec, G0G, Minganie - Basse-Côte-Nord, Canada National Bank Full time

    A 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 impact. Your job Identify clients’ investment and...

  • Financial Planner

    2 months ago

    Saint-Léonard, Quebec, Montréal, Canada National Bank Full time

    A 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 impact. Your job Identify clients’ investment and...

  • Planificateur Financier

    5 months ago

    Quebec City, Canada Gestion financière MD Full time

    Numéro de la demande: 195360 Joignez-vous à la communauté mondiale de BanquiersScotia pour aider les clients à améliorer leur situation. **Votre contribution** Relevant de la directrice régionale ou du directeur régional, vous serez responsable de créer des plans financiers personnalisés et complets et de proposer des stratégies de placement...

  • Territory Manager

    5 months ago

    Quebec City, Canada Johnson & Johnson Full time

    Johnson & Johnson Innovative Medicine is looking to hire a Territory Manager in Neuroscience (Psychiatry) covering Québec city including Saguenay Lac St-Jean. At Johnson & Johnson Innovative Medicine, we are dedicated to addressing and solving some of the most important unmet medical needs of our time in oncology, immunology, neuroscience, and chronic...

  • Financial Planner

    4 months ago

    Saint-Jean-sur-Richelieu, Quebec, J0J, Brome-Missisquoi, Canada National Bank Full time

    A 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 impact. Your job Identify clients’ investment and...

  • Retail Merchandiser

    3 weeks ago

    Quebec City, Canada Hallmark Full time

    **Retail Merchandiser (Part Time) - Québec City, QC G1M 2S6** **Job Summary**: Reporting to the Territory Manager, the Retail Merchandiser is a part-time role that is an integral part of the field merchandising team. The Retail Merchandiser will be responsible for the maintenance of Hallmark Canada departments within our pharmacy, grocery, or big box...

  • Agent de Sécurité Superviseur Québec City

    5 months ago

    Quebec City, Canada Securitas Inc. Full time

    **Agent de sécurité Superviseur | Québec City - Permanent à temps plein du lundi au vendredi de nuit** **SECURITAS** recrute actuellement un superviseur pour un centre de donné, cherchant à travailler dans un milieu énergique, vous avez le souci du détail, le sens du service à la clientèle, vous êtes rapidement capable de prendre des décisions,...

  • Agent de Sécurité Superviseur Québec City

    5 months ago

    Quebec City, Canada Securitas Canada Ltd. Full time

    **Agent de sécurité Superviseur | Québec City - Permanent à temps plein du lundi au vendredi de nuit** **SECURITAS **recrute actuellement un superviseur pour un centre de donné, cherchant à travailler dans un milieu énergique, vous avez le souci du détail, le sens du service à la clientèle, vous êtes rapidement capable de prendre des décisions,...

  • Financial Services Representative

    5 months ago

    Quebec City, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Estate planner

    1 month ago

    Brossard, Quebec, H1N, Montréal, Canada National Bank Full time

    A career as a Senior Estate Planning Advisor at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IAs) with their estate planning needs by providing general or specific information. In other words, it's a rare 100% consulting position without the reception or drafting of notarial acts! The mission of the...

  • Relationship Manager/host Ambassador

    5 months ago

    Quebec City, Canada Canada Homestay International Full time

    Poste permanent à temps partiel (jusqu'à 20 heures par semaine) dans la ville de Québec. **Qui sommes-nous?** La Société du Réseau Homestay Canada (RHC/CHN) est une entreprise familiale sans but lucratif qui a aidé des dizaines de milliers d'étudiants à trouver un foyer loin de chez eux au Canada. Depuis 30 ans, nous mettons en contact des...

  • Financial Planning Consultant

    1 month ago

    Quebec, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Directeur, Ventes

    2 months ago

    Quebec City, Canada iA Groupe financier iA Financial Group Full time

    **Employeur**: PPI Management Inc. - **Bureau**: 300-6700, boulevard Pierre-Bertrand - **Principal lieu de travail**: Quebec, Québec - **Autre(s) lieu(x) de travail possible(s)**: Brossard, Québec - **Domaines d'activité**: Non évalué (famille d'emploi) - **Numéro du poste**: JR10021273 - **Type d'emploi**: Emploi permanent - **Postulez avant le**:...

  • Financial Services Representative

    5 months ago

    Quebec City, Canada National Bank Full time

      A career as Financial Services Representative in Investments at National Bank is an opportunity to create a positive impact for our clients. In this role, you’ll support Financial Planners in all their administrative investment activities, while participating in business development activities w

  • Financial Planning Consultant

    2 months ago

    Quebec City, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Auditrice ou Auditeur Financier

    5 months ago

    Quebec City, Canada Vérificateur général du Québec Full time

    **Auditrice ou auditeur financier** **Conseillère ou conseiller du vérificateur général** **Processus de sélection : 10105SRS037483252310-001** Un emploi qui a des retombées financières, économiques et sociales, ça vous ressemble? Voici votre chance de mettre vos talents et compétences à l’œuvre et de contribuer activement à...

Financial Planner, Québec City

3 months ago

Quebec, Canada Scotiabank Full time

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:

  1. 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.
  2. Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
  3. Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
  4. Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
  5. Exercising a collaborative approach when dealing with peers, clients, and partners.
  6. 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:

  1. Experience in financial planning and investment sales is preferred.
  2. Successfully completed (or working towards) the IQPF designation within Quebec.
  3. You’re an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  4. You're able to work independently as a self-motivated entrepreneur with minimal supervision.
  5. Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
  6. 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?

  1. A competitive compensation and benefits package tailored for the 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 : 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. 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