Financial Planner, Quebec

2 days ago

Gatineau, Quebec, Canada Scotiabank Full time
About the Role

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.
Requirements
  • 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.
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.

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. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

  • Financial Planner, Gatineau

    3 days ago

    Gatineau, Quebec, Canada Scotiabank Full time

    Financial 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 time

    Financial 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 time

    Financial 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

    4 days ago

    Gatineau, Quebec, Canada Scotiabank Full time

    Financial 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...

  • Financial Planner, Gatineau

    4 days ago

    Gatineau, Quebec, Canada Scotiabank Full time

    Financial 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...

  • Financial Planner, Gatineau

    3 days ago

    Gatineau, Quebec, Canada Scotiabank Full time

    Financial 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,...

  • Senior Financial Advisor, Quebec

    2 weeks ago

    Gatineau, Quebec, Canada Banque Scotia Full time

    About 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...

  • Senior Financial Advisor, Quebec

    2 weeks ago

    Gatineau, Quebec, Canada Banque Scotia Full time

    About 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 Planner

    1 week ago

    Gatineau, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at TD Wealth. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our mass affluent investing clients.Key ResponsibilitiesConduct in-depth financial planning and analysis to identify clients' financial goals and...

  • Financial Planner

    1 week ago

    Gatineau, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at TD Wealth. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our mass affluent investing clients.Key ResponsibilitiesConduct in-depth financial planning and analysis to identify clients' financial goals and...

  • Financial Planner

    1 week ago

    Gatineau, Quebec, Canada Scotiabank Full time

    About 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 time

    About 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, 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 Planner

    3 days ago

    Gatineau, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at TD Wealth. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct in-depth financial planning and analysis to identify...

  • Financial Planner

    2 days ago

    Gatineau, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at TD Wealth. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct in-depth financial planning and analysis to identify...

  • 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

    3 weeks ago

    Gatineau, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Role Summary:We are seeking a skilled Financial Planner to join our team at TD Wealth. As a Financial Planner, you will play a key role in providing personalized advice and solutions to clients, helping them achieve their financial goals.Key Responsibilities:Client Relationship Management: Develop and maintain strong relationships with clients, understanding...

  • Financial Planner

    2 weeks ago

    Gatineau, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:The Toronto-Dominion Bank (Canada) is seeking a skilled Financial Planner to join our Wealth Management team. As a Financial Planner, you will play a key role in helping clients achieve their financial goals and objectives.Key Responsibilities:Conduct comprehensive financial planning and analysis to identify clients' financial goals and...