Financial Planner, Branch Network

OverviewFinancial 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 investment sales goals through effective management of your assigned portfolio of clients.Join to apply for the Financial Planner, Branch Network - North Shore of Montreal role at Scotiabank.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 utilizing financial planning skills and tools to support our clients’ financial goals.Exhibit a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.Demonstrate self-motivation and a goal-oriented mindset when identifying our clients\' needs to craft personalized financial strategies and solutions.Foster strong engagement, educate clients, offer insights, and deliver expert advice.Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.Leverage advanced technology tools to enhance client interactions and streamline financial planning processes.Focus on achieving targets to ensure a balanced approach to client satisfaction and business growth.QualificationsExperience 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 your 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, and the ability to make a lasting impact on an assigned book of customers.An inclusive culture that values and recognizes contributions, and a commitment to making a difference in our communities.A supportive work environment that promotes work-life balance.Benefit from relocation support (upon approval) and enjoy 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, please review our “Financial Planner, Scotia Financial Planning” postings.In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.LocationLocation(s): Canada : Quebec : MontrealSeniority levelMid-Senior levelEmployment typeFull-timeJob functionFinance and SalesBankingScotiabank is an inclusive and accessible employer. If you require accommodation during the recruitment process, please contact our Recruitment team. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest; only those selected for an interview will be contacted. #J-18808-Ljbffr