Financial Planner, Prince Arthur Branch
1 week ago
About the Role:
We are seeking a highly motivated and experienced 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 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 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.
- Exercise a collaborative approach when dealing with peers, clients, and partners.
- Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
Requirements:
- Experience in financial planning and investment sales is preferred.
- Successfully completed (or working towards) the IQPF designation within Quebec.
- You're an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
- You're able 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.
What We Offer:
- A competitive compensation and benefits package tailored for the role.
- Ability 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.
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Montreal, Quebec, Canada Scotiabank Full timeJob Title: Financial Planner, Prince Arthur BranchAbout the Role:We are seeking a highly motivated and experienced 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...
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Montreal, Quebec, Canada Scotiabank Full timeJob Title: Financial Planner, Prince Arthur BranchAbout the Role:We are seeking a highly motivated and experienced 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...
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Montreal, Quebec, Canada Scotiabank Full timeAbout ScotiabankScotiabank is a leading financial institution committed to making a difference in our communities. We value and recognize our employees' contributions, providing a competitive compensation and benefits package tailored for the role.About the RoleWe are seeking a skilled Financial Planner to join our team in the Prince Arthur Branch. As a...
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Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Planner to join our team at Scotiabank's Prince Arthur Branch. 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...
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Montreal, Quebec, Canada Scotiabank Full timeAbout the Role:We are seeking a highly motivated and experienced Financial Planner to join our team at Scotiabank's Prince Arthur Branch. 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...
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Montreal, Quebec, Canada Scotiabank Full timeAbout the Role:We are seeking a highly motivated and experienced Financial Planner to join our team at Scotiabank's Prince Arthur Branch. 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...
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Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Financial Planner to join our team at Scotiabank's Prince Arthur Branch. As a Financial Planner, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesClient Relationship Development: Focus on...
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Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly 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 ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...
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Financial Planner, Prince Arthur Branch
1 week ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly 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 ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...
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2 days ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe 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 ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...
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Financial Planner, Prince Arthur Branch
1 week ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly 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 ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...
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Financial Planner, Prince Arthur Branch
1 week ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly 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 ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...
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Montreal, Quebec, Canada Scotiabank Full timeÀ propos de ce rôleNous sommes à la recherche d'un planificateur financier passionné qui souhaite rejoindre notre équipe de Succursale Prince Arthur. En tant que planificateur financier, vous serez chargé de développer et d'approfondir les relations avec les clients en fournissant des conseils et des services de haute qualité au sein du...
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