Financial Planner, Gatineau
4 days ago
Requisition ID: 201252
We 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 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.
- 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.
- 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.
-
Financial Planner, Gatineau
2 weeks ago
Gatineau, Quebec, Canada Banque Scotia Full time**Join Our Team of Financial Experts** At Banque Scotia, we are seeking a highly skilled and motivated Financial Planner to join our team in Gatineau. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and objectives. **Key Responsibilities:** Conduct comprehensive financial analyses for assigned clients,...
-
Financial Planner, Gatineau
2 weeks ago
Gatineau, Quebec, Canada Banque Scotia Full time**Join Our Team of Financial Experts** At Banque Scotia, we are seeking a highly skilled and motivated Financial Planner to join our team in Gatineau. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and objectives. **Key Responsibilities:** Conduct comprehensive financial analyses for assigned clients,...
-
Financial Planner, Gatineau
2 days ago
Gatineau, Quebec, Canada Scotiabank Full timeFinancial Planner RoleRequisition 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 ResponsibilitiesConduct in-depth reviews for assigned clients,...
-
Financial Planner, Gatineau
1 week 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...
-
Financial Planner, Gatineau
1 week 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...
-
Financial Planner, Gatineau
3 days ago
Gatineau, Quebec, Canada Scotiabank Full timeFinancial Planner RoleRequisition 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 ResponsibilitiesConduct in-depth reviews for assigned clients,...
-
Financial Advisor, Gatineau
2 weeks ago
Gatineau, Quebec, Canada Scotiabank Full timeAbout the Role:We are seeking a highly motivated and experienced Financial Planner to join our team at Scotiabank in Gatineau. 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...
-
Financial Advisor, Gatineau
2 weeks ago
Gatineau, Quebec, Canada Scotiabank Full timeAbout the Role:We are seeking a highly motivated and experienced Financial Planner to join our team at Scotiabank in Gatineau. 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...
-
Gatineau Financial Planning Position
2 weeks ago
Gatineau, Quebec, Canada Banque Scotia Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team at Banque Scotia in Gatineau, Quebec. As a Financial Planner, you will be responsible for developing and maintaining relationships with clients, providing high-quality financial planning and investment advice, and helping clients achieve their unique financial goals.Key...
-
Gatineau Financial Planning Position
2 weeks ago
Gatineau, Quebec, Canada Banque Scotia Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team at Banque Scotia in Gatineau, Quebec. As a Financial Planner, you will be responsible for developing and maintaining relationships with clients, providing high-quality financial planning and investment advice, and helping clients achieve their unique financial goals.Key...
-
Gatineau Financial Planning Position
2 weeks ago
Gatineau, Quebec, Canada Banque Scotia Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team at Banque Scotia in Gatineau, Quebec. As a Financial Planner, you will be responsible for developing and maintaining relationships with clients, providing high-quality financial planning and investment advice, and helping clients achieve their unique financial goals.Key...
-
Gatineau Financial Planning Position
2 weeks ago
Gatineau, Quebec, Canada Banque Scotia Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team at Banque Scotia in Gatineau, Quebec. As a Financial Planner, you will be responsible for developing and maintaining relationships with clients, providing high-quality financial planning and investment advice, and helping clients achieve their unique financial goals.Key...
-
Financial Strategist, Gatineau
1 month ago
Gatineau, Quebec, Canada Banque Scotia Full timePosition Overview As a Financial Strategist, your primary focus will be on nurturing and enhancing client relationships by delivering exceptional guidance and services within the wealth management sector. Your clients represent your most valuable asset, and your main objective is to offer them investment insights and financial strategies tailored to their...
-
Financial Planner, Gatineau
2 weeks ago
Gatineau, Quebec, Canada Scotiabank Full time**About the Role**As a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and...
-
Financial Planner, Gatineau
2 weeks ago
Gatineau, Quebec, Canada Scotiabank Full time**About the Role**As a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and...
-
Financial Planning Specialist, Gatineau
1 month ago
Gatineau, Quebec, Canada Banque Scotia Full timeAbout the Role As a Financial Planning Specialist, your primary focus will be on nurturing and enhancing client relationships by delivering exceptional advice and services within the wealth management sector. Your clients represent your most valuable asset, and your mission is to offer them tailored investment guidance and comprehensive financial strategies...
-
Financial Planner, Quebec
2 days 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,...
-
Financial Planner, Quebec
2 days 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,...
-
Financial Planner
1 week 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,...
-
Financial Planner
1 week 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,...