Financial Planner

6 days ago


Laval, Quebec, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled Investment & Personal Banking Specialist to join our team in Laval, Quebec. As a key member of our branch sales team, you will be responsible for contributing to our overall success by meeting/exceeding negotiated deposit and investment sales goals.

Key Responsibilities:

  • Establish and deepen investment and primary banking relationships with existing customers and those referred by branch partners.
  • Conduct comprehensive reviews for assigned customers, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills to create customized financial strategies and solutions.
  • Provide trusted financial advice to customers regarding complex investment and retirement planning.
  • Be results-driven, taking a proactive approach to discovering customers' needs and listening to understand their requirements.
  • Demonstrate a collaborative approach when dealing with peers, customers, and partners.

Requirements:

  • 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).
  • Minimum three years of experience in financial planning and investment sales.
  • Demonstrated sales management experience and the ability to market Scotiabank.
  • Ability to cultivate strong relationships with customers, peers, and partners.

Language Requirements:

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French, as they will serve an English-speaking clientele.


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