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Financial Planner, Laval, Quebec

2 months ago

Laval, Quebec, Canada Scotiabank Full time
Unlock Your Potential as a Financial Planner

Are you passionate about helping others achieve their financial goals? Do you have a knack for understanding complex financial concepts and delivering expert advice? We're seeking a talented Financial Planner to join our team at Scotiabank in Laval, Quebec.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for clients, focusing on retirement planning, wealth accumulation, and estate planning.
  • Conduct thorough needs assessments, listening to clients' goals and objectives to create tailored financial strategies.
  • Build strong relationships with clients, peers, and partners, providing exceptional customer service and support.
  • Stay up-to-date with industry trends and regulatory requirements, ensuring compliance and best practices.
  • Collaborate with cross-functional teams to deliver innovative solutions and drive business growth.
Requirements:
  • Hold a CIFP Diploma in Financial Planning or equivalent.
  • Minimum three years of experience in financial planning and investment sales.
  • Demonstrated sales management experience and ability to market Scotiabank.
  • Excellent communication and interpersonal skills, with a strong focus on customer service.
What We Offer:
  • A competitive compensation and benefits package tailored to the Investment & Personal Banking Specialist role.
  • Opportunities for professional growth and development, with a focus on leadership and mentorship.
  • A dynamic and inclusive work environment, with a commitment to diversity and inclusion.
  • Recognition and rewards for outstanding performance and contributions.