Financial Planner, Branch Network
1 week ago
OverviewFinancial Planner, Branch Network - South Shore of Montreal. Requisition ID: 235448. Internally known as Financial Advisor, Investment and Retirement Planning (FAIR). Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.ResponsibilitiesEstablish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.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 using financial planning tools to support clients’ goals.Exhibit curiosity to uncover and solve client needs, delivering trusted financial advice regarding investments and retirement planning.Demonstrate self-motivation and a goal-oriented mindset to craft personalized financial strategies and solutions.Foster strong engagement, educate clients, offer insights, and deliver expert advice.Build relationships and focus on providing a great client experience to grow long-standing client relationships.Leverage advanced technology tools to enhance client interactions and streamline financial planning processes.Focus on achieving targets to balance client satisfaction and business growth.SkillsExperience in financial planning and investment sales is preferred.Successfully completed the IPF (IQPF) designation or bank-recognized equivalent.Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank-recognized equivalent.Thrive in a collaborative, results-driven team culture where contributions are recognized and rewarded.Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.What’s in it for you?Competitive compensation and benefits package, with the ability to make a lasting impact on an assigned book of customers.Inclusive culture that values and recognizes contributions and a commitment to making a difference in communities.Supportive work environment that promotes work-life balance.Relocation support (upon approval) and competitive incentives designed to set you up for success in this role.Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division. If you are interested in learning more about this role, review our “Financial Planner, Scotia Financial Planning” postings.In addition to French, the successful candidate must also have knowledge of English, as the work involves interacting with groups and individuals based in Toronto and other English-speaking clients locally and elsewhere.LocationCanada : Quebec : MontrealSeniority levelMid-Senior levelEmployment typeFull-timeJob functionFinance and SalesIndustriesBanking #J-18808-Ljbffr
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Financial Planner, Branch Network
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeRequisition ID: 235448Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team's overall success...
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Financial Planner, Branch Network
1 week ago
Montreal, Canada Scotiabank Full timeOverviewFinancial Planner, Branch Network - North Shore of Montreal. Internally known as Financial Advisor, Investment and Retirement Planning (FAIR). As a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and...
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Financial Planner, Branch Network
1 week ago
Montreal (administrative region), Canada Scotiabank Full timeTitle: Financial Planner, Branch Network - Chabanel Branch Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team...
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Financial Planner, Branch Network
1 week ago
Montreal (administrative region), Canada Scotiabank Full timeTitle: Financial Planner, Branch Network - Chabanel Branch Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team...
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Financial Planner, Branch Network
1 day ago
Montreal, Canada Scotiabank Full timeRequisition ID: 245684Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the...
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Financial Planner, Branch Network
1 week ago
Montreal, Canada Scotiabank Full timeTitle: Financial Planner, Branch Network - Montreal, Qc Requisition ID: 228112 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team...
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Financial Planner, Branch Network
1 week ago
Montreal, Canada Scotiabank Full timeTitle: Financial Planner, Branch Network - Montreal, Qc Requisition ID: 228112 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team...
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Financial Planner, Branch Network
1 week ago
Montreal, Canada Scotiabank Full timeRequisition ID: 245684 About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through...
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Financial Planner, Branch Network
1 week ago
Montreal, Canada Scotiabank Full timeRequisition ID: 228112 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall...
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Financial Planner, Branch Network
2 weeks ago
(s): Canada : Quebec : Montreal Scotiabank Global Site Full timeRequisition ID: 245684Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the...
