Financial Planner
2 months ago
We 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 Responsibilities- Conduct comprehensive financial planning reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning.
- Exhibit a natural curiosity to uncover and solve for clients' needs, delivering trusted financial advice on investments and retirement planning.
- Demonstrate self-motivation and a goal-oriented mindset when identifying clients' needs to craft personalized financial strategies and solutions.
- Foster strong engagement, educate clients, offer insights, and deliver expert advice.
- Exercise a collaborative approach when dealing with peers, clients, and partners.
- Build relationships, focus on providing a great client experience, and grow 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.
- Accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
- Ability 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, with the ability to communicate effectively with English and French-speaking clients.
- A competitive compensation and benefits package tailored for the role.
- Opportunity 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.
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 during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role.
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Financial Planner
1 month ago
Gatineau, Quebec, Canada Royal Bank of Canada Full timeJob Title: Financial Planner, Investment and Retirement PlanningAbout the Role:We are seeking a highly motivated and experienced Financial Planner to join our team at Royal Bank of Canada. As a Financial Planner, you will be responsible for developing relationships with clients and creating custom investment solutions to help them achieve their long-term...
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Financial Planner
1 month ago
Gatineau, Quebec, Canada Royal Bank of Canada Full timeJob Title: Financial Planner, Investment and Retirement PlanningAbout the Role:We are seeking a highly motivated and experienced Financial Planner to join our team at Royal Bank of Canada. As a Financial Planner, you will be responsible for developing relationships with clients and creating custom investment solutions to help them achieve their long-term...
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Financial Planner
1 month ago
Gatineau, Quebec, Canada Scotiabank Full timeUnlock your potential as a Financial Planner at Scotiabank, where you'll play a key role in helping clients achieve their financial goals.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. You will work closely with clients to...
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Financial Planner
1 month ago
Gatineau, Quebec, Canada Scotiabank Full timeUnlock your potential as a Financial Planner at Scotiabank, where you'll play a key role in helping clients achieve their financial goals.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. You will work closely with clients to...
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Financial Planner, Gatineau
2 months ago
Gatineau, Quebec, Canada Scotiabank Full timeFinancial Planner Job DescriptionRequisition ID: 201252We are seeking a skilled Financial Planner to join our team at Scotiabank. 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...
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Financial Planner, Gatineau
2 months ago
Gatineau, Quebec, Canada Scotiabank Full timeFinancial Planner RoleScotiabank is seeking a skilled Financial Planner to join our team. 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 in-depth reviews for assigned clients, including retirement...
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Financial Planner, Gatineau
2 months ago
Gatineau, Quebec, Canada Scotiabank Full timeFinancial Planner RoleScotiabank is seeking a skilled Financial Planner to join our team. 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 in-depth reviews for assigned clients, including retirement...
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Financial Planner, Gatineau
2 months ago
Gatineau, Quebec, Canada Scotiabank Full timeFinancial Planner Job DescriptionRequisition ID: 201252We are seeking a skilled Financial Planner to join our team at Scotiabank. 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...
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Financial Planner, Quebec
2 months 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,...
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Financial Planner, Quebec
2 months 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,...
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Financial Planner, Gatineau
3 weeks ago
Gatineau, Quebec, Canada Scotiabank Full timeAs a Financial Planner at Scotiabank, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You will be responsible for conducting in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning...
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Financial Planner, Gatineau
3 weeks ago
Gatineau, Quebec, Canada Scotiabank Full timeRequisition ID: 201252At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Planner, you'll play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Using a comprehensive financial planning framework, you'll focus on investment...
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Financial Planner, Gatineau
3 weeks ago
Gatineau, Quebec, Canada Scotiabank Full timeRequisition ID: 201252At Scotiabank, we're 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. Your clients are your greatest asset, and your priority is providing investment and...
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Financial Planner, Gatineau
3 weeks ago
Gatineau, Quebec, Canada Scotiabank Full timeRequisition ID: 201252At Scotiabank, we're committed to delivering exceptional financial planning services to our clients. As a Financial Planner, you'll play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Using a comprehensive financial planning framework, you'll focus...
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Gatineau, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryAs a RBC Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and hunger to drive new investment sales. With...
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Gatineau, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryAs a RBC Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and hunger to drive new investment sales. With...
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Gatineau, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs a RBC Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide...
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Gatineau, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs a RBC Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide...
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Gatineau, Quebec, Canada Royal Bank of Canada Full timeJob OpportunityThis is a chance to work as a Financial Planner, Investment and Retirement Planning, developing relationships and creating custom investment solutions for prospective and existing RBC clients. You will be fully supported by internal partners who send client referrals your way.Key ResponsibilitiesProvide tailored financial planning advice and...
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Gatineau, Quebec, Canada Royal Bank of Canada Full timeJob OpportunityThis is a unique chance to work as a Financial Planner, Investment and Retirement Planning, at the Royal Bank of Canada. As a key member of our team, you will develop relationships and create custom investment solutions for our clients. You will be fully supported by internal partners who send client referrals your way.Key...
