Financial Planner, Prince Arthur Branch

2 months ago

Montreal, Quebec, Canada Scotiabank Full time
Job Title: Financial Planner, Prince Arthur Branch

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.
  • The 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, Prince Arthur Branch

    3 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Role SummaryWe are seeking a skilled Financial Planner to join our team at the 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 in-depth reviews for assigned clients, including...

  • Planificateur financier, Succursale Prince Arthur Branch

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Poste de Planificateur financier, Succursale Prince ArthurRejoignez notre équipe de professionnels de la planification financière et rejoignez la Succursale Prince Arthur pour une expérience de carrière enrichissante.Compétences requisesExpérience en planification financière et en vente de placementsTravailler vers ou avoir réussi le titre de...

  • Planificateur financier, Succursale Prince Arthur Branch

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Poste de Planificateur financier, Succursale Prince ArthurRejoignez notre équipe de professionnels de la planification financière et rejoignez la Succursale Prince Arthur pour une expérience de carrière enrichissante.Compétences requisesExpérience en planification financière et en vente de placementsTravailler vers ou avoir réussi le titre de...

  • Planificateur financier, Succursale Prince Arthur Branch

    4 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Poste de Planificateur financier, Succursale Prince ArthurRejoignez notre équipe de professionnels de la finance et rejoignez la Succursale Prince Arthur de la Banque Scotia.Compétences requisesExpérience en planification financière et en vente de placementsTravail vers ou réussite du titre de Planificateur financier personnel, IQPF au...

  • Planificateur financier, Succursale Prince Arthur Branch

    4 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Poste de Planificateur financier, Succursale Prince ArthurRejoignez notre équipe de professionnels de la finance et rejoignez la Succursale Prince Arthur de la Banque Scotia.Compétences requisesExpérience en planification financière et en vente de placementsTravail vers ou réussite du titre de Planificateur financier personnel, IQPF au...

  • Planificateur financier, Succursale Prince Arthur Branch

    4 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Poste de Planificateur financier, Succursale Prince ArthurRejoignez notre équipe de professionnels de la finance et rejoignez la Succursale Prince Arthur de la Banque Scotia.Compétences requisesExpérience en planification financière et en vente de placementsTravailler vers ou avoir réussi le titre de Planificateur financier personnel, IQPF au...

  • Planificateur financier, Succursale Prince Arthur Branch

    4 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Poste de Planificateur financier, Succursale Prince ArthurRejoignez notre équipe de professionnels de la finance et rejoignez la Succursale Prince Arthur de la Banque Scotia.Compétences requisesExpérience en planification financière et en vente de placementsTravailler vers ou avoir réussi le titre de Planificateur financier personnel, IQPF au...

  • Financial Planner, Prince Arthur Branch

    4 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Unlock your potential as a Financial Planner at Scotiabank, where you'll focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.As a Financial Planner, you will be responsible for conducting in-depth reviews for assigned clients, including retirement planning, wealth accumulation,...

  • Financial Planner, Prince Arthur Branch

    4 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Unlock your potential as a Financial Planner at Scotiabank, where you'll focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.As a Financial Planner, you will be responsible for conducting in-depth reviews for assigned clients, including retirement planning, wealth accumulation,...

  • Financial Planner, Prince Arthur Branch

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Requisition ID: 204506 At Scotiabank, we're committed to making a difference in our communities and for our customers. As a Financial Planner, you'll play a key role in helping us achieve this goal.As a Financial Planner, you'll focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent...

  • Financial Planner, Prince Arthur Branch

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Requisition ID: 204506 At Scotiabank, we're committed to making a difference in our communities and for our customers. As a Financial Planner, you'll play a key role in helping us achieve this goal.As a Financial Planner, you'll focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent...

  • Planificateur financier, Succursale Prince Arthur Branch

    4 weeks ago

    Montreal, Quebec, Canada Banque Scotia Full time

    Objet du poste Nous recherchons un Planificateur financier expérimenté pour rejoindre notre équipe de Succursale Prince Arthur. Vous serez responsable de développer et d'approfondir les relations avec les clients en fournissant des conseils et des services de haute qualité dans le domaine de la gestion de patrimoine.Compétences et expériences...

  • Planificateur financier, Succursale Prince Arthur Branch

    4 weeks ago

    Montreal, Quebec, Canada Banque Scotia Full time

    Objet du poste Nous recherchons un Planificateur financier expérimenté pour rejoindre notre équipe de Succursale Prince Arthur. Vous serez responsable de développer et d'approfondir les relations avec les clients en fournissant des conseils et des services de haute qualité dans le domaine de la gestion de patrimoine.Compétences et expériences...

  • Planificateur financier, Succursale Prince Arthur Branch

    1 month ago

    Montreal, Quebec, Canada Banque Scotia Full time

    Poste de Planificateur financier, Succursale Prince ArthurRejoignez notre équipe de professionnels de la finance et rejoignez la Banque Scotia, l'un des chefs de file du secteur bancaire au Canada et des fournisseurs de services financiers dans les Amériques.Compétences requisesExpérience en planification financière et en vente de placementsTravail vers...

  • Planificateur financier, Succursale Prince Arthur Branch

    1 month ago

    Montreal, Quebec, Canada Banque Scotia Full time

    Poste de Planificateur financier, Succursale Prince ArthurRejoignez notre équipe de professionnels de la finance et rejoignez la Banque Scotia, l'un des chefs de file du secteur bancaire au Canada et des fournisseurs de services financiers dans les Amériques.Compétences requisesExpérience en planification financière et en vente de placementsTravail vers...

  • Planificateur financier, Succursale Prince Arthur Branch

    4 weeks ago

    Montreal, Quebec, Canada Banque Scotia Full time

    Poste de Planificateur financier, Succursale Prince ArthurRejoignez notre équipe de professionnels de la finance et rejoignez la Banque Scotia, l'un des chefs de file du secteur bancaire au Canada et des fournisseurs de services financiers dans les Amériques.Compétences requisesExpérience en planification financière et en vente de placementsTravail vers...

  • Planificateur financier, Succursale Prince Arthur Branch

    4 weeks ago

    Montreal, Quebec, Canada Banque Scotia Full time

    Poste de Planificateur financier, Succursale Prince ArthurRejoignez notre équipe de professionnels de la finance et rejoignez la Banque Scotia, l'un des chefs de file du secteur bancaire au Canada et des fournisseurs de services financiers dans les Amériques.Compétences requisesExpérience en planification financière et en vente de placementsTravail vers...

  • Financial Planner, Prince Arthur Branch

    2 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Requisition ID: 204506At Scotiabank, we're committed to results in an inclusive and high-performing culture. As a Financial Planner, you'll focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your clients are your greatest asset, and your priority is providing investment and...

  • Financial Planner, Prince Arthur Branch

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Requisition ID: 204506 At Scotiabank, we're committed to delivering exceptional results in an inclusive and high-performing culture. As a Financial Planner, you'll play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Our ideal candidate will focus on investment sales...

  • Financial Planner, Prince Arthur Branch

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Requisition ID: 204506 At Scotiabank, we're committed to delivering exceptional results in an inclusive and high-performing culture. As a Financial Planner, you'll play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Our ideal candidate will focus on investment sales...