Senior Financial Advisor

4 weeks ago


Montreal, Quebec, Canada Scotiabank Full time
Job Summary

A career opportunity has arisen for a skilled Senior Financial Advisor to join our team in Montreal, Quebec. As a Senior Financial Advisor, 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:
  • Conduct comprehensive financial planning reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning.
  • Provide trusted financial advice to clients regarding their investments and retirement planning.
  • Craft personalized financial strategies and solutions that meet clients' unique goals and needs.
  • Foster strong engagement, educate clients, offer insights, and deliver expert advice.
  • Exhibit a collaborative approach when dealing with peers, clients, and partners.
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).
  • Bilingualism in French and English.
What We Offer:
  • A competitive compensation package tailored for the role, estimated at CAD $80,000 - $120,000 per year, depending on experience.
  • 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.
About Us:

We are Scotiabank, 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.



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