Financial Planner, Gatineau
2 months ago
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.
- 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
-
Financial Planner, Gatineau
2 days ago
Gatineau, Quebec, Canada Banque Scotia Full time**Join Our Team of Financial Experts** At Banque Scotia, we are seeking a highly skilled and motivated Financial Planner to join our team in Gatineau. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and objectives. **Key Responsibilities:** Conduct comprehensive financial analyses for assigned clients,...
-
Financial Planner, Gatineau
2 days ago
Gatineau, Quebec, Canada Banque Scotia Full time**Join Our Team of Financial Experts** At Banque Scotia, we are seeking a highly skilled and motivated Financial Planner to join our team in Gatineau. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and objectives. **Key Responsibilities:** Conduct comprehensive financial analyses for assigned clients,...
-
Financial Planner, Gatineau
1 month ago
Gatineau, Canada Scotiabank Full timeRequisition ID: 201252Join 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, Gatineau
2 weeks ago
Gatineau, Canada Scotiabank Full timeRequisition ID: 201252Join 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, Gatineau
3 months ago
Gatineau, Canada Scotiabank Full timeRequisition ID: 201252Join 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...
-
Financial Planner, Gatineau
4 days ago
Gatineau, Canada Scotiabank Full timeRequisition ID: 201252 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...
-
Financial Advisor, Gatineau
6 days ago
Gatineau, Quebec, Canada Scotiabank Full timeAbout the Role:We are seeking a highly motivated and experienced Financial Planner to join our team at Scotiabank in Gatineau. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned...
-
Financial Advisor, Gatineau
1 week ago
Gatineau, Quebec, Canada Scotiabank Full timeAbout the Role:We are seeking a highly motivated and experienced Financial Planner to join our team at Scotiabank in Gatineau. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned...
-
Gatineau Financial Planning Position
6 days ago
Gatineau, Quebec, Canada Banque Scotia Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team at Banque Scotia in Gatineau, Quebec. As a Financial Planner, you will be responsible for developing and maintaining relationships with clients, providing high-quality financial planning and investment advice, and helping clients achieve their unique financial goals.Key...
-
Gatineau Financial Planning Position
6 days ago
Gatineau, Quebec, Canada Banque Scotia Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team at Banque Scotia in Gatineau, Quebec. As a Financial Planner, you will be responsible for developing and maintaining relationships with clients, providing high-quality financial planning and investment advice, and helping clients achieve their unique financial goals.Key...
-
Gatineau Financial Planning Position
1 week ago
Gatineau, Quebec, Canada Banque Scotia Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team at Banque Scotia in Gatineau, Quebec. As a Financial Planner, you will be responsible for developing and maintaining relationships with clients, providing high-quality financial planning and investment advice, and helping clients achieve their unique financial goals.Key...
-
Gatineau Financial Planning Position
1 week ago
Gatineau, Quebec, Canada Banque Scotia Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team at Banque Scotia in Gatineau, Quebec. As a Financial Planner, you will be responsible for developing and maintaining relationships with clients, providing high-quality financial planning and investment advice, and helping clients achieve their unique financial goals.Key...
-
Financial Strategist, Gatineau
4 weeks ago
Gatineau, Quebec, Canada Banque Scotia Full timePosition Overview As a Financial Strategist, your primary focus will be on nurturing and enhancing client relationships by delivering exceptional guidance and services within the wealth management sector. Your clients represent your most valuable asset, and your main objective is to offer them investment insights and financial strategies tailored to their...
-
Financial Planner, Gatineau
1 week ago
Gatineau, Quebec, Canada Scotiabank Full time**About the Role**As a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and...
-
Financial Planner, Gatineau
6 days ago
Gatineau, Quebec, Canada Scotiabank Full time**About the Role**As a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and...
-
Financial Planning Specialist, Gatineau
4 weeks ago
Gatineau, Quebec, Canada Banque Scotia Full timeAbout the Role As a Financial Planning Specialist, your primary focus will be on nurturing and enhancing client relationships by delivering exceptional advice and services within the wealth management sector. Your clients represent your most valuable asset, and your mission is to offer them tailored investment guidance and comprehensive financial strategies...
-
Financial Planner, Gatineau
1 month ago
Gatineau, Quebec, G8R, Outaouais, Canada 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
5 hours ago
Gatineau, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team in Gatineau, Quebec. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct comprehensive financial planning reviews for assigned clients,...
-
Financial Planner
2 hours ago
Gatineau, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team in Gatineau, Quebec. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct comprehensive financial planning reviews for assigned clients,...
-
Financial Planner
4 hours ago
Gatineau, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeJob SummaryWe are seeking a highly skilled Financial Planner to join our team at TD Wealth. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our mass affluent investing clients.Key ResponsibilitiesConduct in-depth financial planning and analysis to identify clients' financial goals and...
