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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 communicating them in a clear, concise manner? If so, we may have the perfect opportunity for you

About the Role:

  • Develop and implement comprehensive financial plans for clients, taking into account their unique needs and goals.
  • Conduct thorough financial reviews and provide expert advice on investment and retirement planning strategies.
  • Build and maintain strong relationships with clients, peers, and partners to drive business growth and customer satisfaction.
  • Stay up-to-date on industry trends and regulatory changes to ensure compliance and best practices.

What We Offer:

  • A competitive compensation and benefits package tailored to your needs.
  • The opportunity to make a lasting impact on the lives of our clients and their families.
  • A collaborative and inclusive work environment that values diversity and recognizes individual contributions.
  • The chance to work with a leading financial institution that is committed to making a positive difference in our communities.

Requirements:

  • Successful completion of the CIFP Diploma in Financial Planning or equivalent.
  • A minimum of three years of experience in financial planning and investment sales.
  • Demonstrated sales management experience and the ability to market Scotiabank's products and services.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.