Financial Planner, Chabanel, Montreal

7 days ago

Montreal, Quebec, Canada Scotiabank Full time

About the Role

We are seeking a highly skilled Financial Planner to join our team at Scotiabank. 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 Responsibilities

  1. Conduct comprehensive financial planning reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning.
  2. Exhibit a natural curiosity to uncover and solve for client needs, delivering trusted financial advice on investments and retirement planning.
  3. Demonstrate self-motivation and a goal-oriented mindset when identifying client needs to craft personalized financial strategies and solutions.
  4. Foster strong engagement, educate clients, offer insights, and deliver expert advice.
  5. Exercise a collaborative approach when dealing with peers, clients, and partners.
  6. Build relationships, focus on providing a great client experience, and grow long-standing relationships with existing clients.

Requirements

  1. Experience in financial planning and investment sales is preferred.
  2. Successfully completed (or working towards) the IQPF designation within Quebec.
  3. You're an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  4. You're able to work independently as a self-motivated entrepreneur with minimal supervision.
  5. Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
  6. Bilingualism in French and English.

What We Offer

  1. A competitive compensation and benefits package tailored for the role.
  2. The ability to make a lasting impact on an assigned book of customers.
  3. An inclusive culture where we value and recognize our employees' contributions.
  4. An organization committed to making a difference in our communities – for you and your customers.

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