Professional Financial Consultant

2 days ago


Montreal, Quebec, Canada Scotiabank Full time

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families and their communities achieve success through a broad range of advice, products and services. As a Financial Planner, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.

The ideal candidate will be responsible for conducting in-depth reviews for assigned clients, utilizing financial planning skills and tools to support our clients' financial goals. You will also exhibit a natural curiosity to uncover and solve for client needs, deliver trusted financial advice to clients regarding their investments and retirement planning.

This role requires experience in financial planning and investment sales, as well as being an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course). Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment is essential. Bilingualism in French and English is required, as you will serve English and French-speaking clientele.

Benefits

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. The estimated salary for this role is between $80,000 and $120,000 per year, depending on experience and qualifications. We offer a comprehensive compensation package, including benefits, bonuses, and opportunities for career growth and development.



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