Financial Planner Downtown Montreal

2 months ago


Montreal, Quebec, Canada Scotiabank Full time
Financial Planner Opportunity

Requisition ID: 201233

We are seeking a skilled Financial Planner to join our team in Downtown Montreal. 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.

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 clients' 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's in it for you?
  • 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.


  • Montreal, Quebec, Canada Scotiabank Full time

    Financial Planner Job DescriptionWe are seeking a skilled Financial Planner to join our team in Downtown Montreal. 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,...


  • Montreal, Quebec, Canada Scotiabank Full time

    Financial Planner Job DescriptionWe are seeking a skilled Financial Planner to join our team in Downtown Montreal. 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,...


  • Montreal, Quebec, Canada Scotiabank Full time

    Financial Planner OpportunityRequisition ID: 201233We are seeking a skilled Financial Planner to join our team in Downtown Montreal. 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...


  • Montreal, Quebec, Canada Scotiabank Full time

    Requisition ID: 201233At Scotiabank, we're seeking a skilled Financial Planner to join our team in Downtown Montreal. 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.Key responsibilities include:Conducting in-depth reviews for assigned...


  • Montreal, Quebec, Canada Scotiabank Full time

    Role SummaryAs 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. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct in-depth reviews for...


  • Montreal, Quebec, Canada Scotiabank Full time

    Requisition ID: 201233At 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...


  • Montreal, Quebec, Canada Fed Finance Full time

    At Fed Finance, a leading recruitment firm specializing in finance and accounting, we are committed to finding the perfect candidate for our accounting firm client in downtown Montreal. Our team of experts is dedicated to supporting you throughout your job search and at every stage of your career. We are looking for a Senior Financial Control Manager to join...


  • Montreal, Quebec, Canada Randstad Canada Full time

    Job Title: Mail ClerkJob Type: TemporaryLocation: Downtown MontrealJob Description:We are seeking a dynamic and versatile individual to fill a mail clerk position in downtown Montreal. As a mail clerk, you will be responsible for managing and preparing documents, classifying documents received for processing, and responding to administrative requests from...


  • Montreal, Quebec, Canada Cogir Immobilier Full time

    Job Title: Building Manager in Downtown MontrealCogir Immobilier is seeking a highly skilled Building Manager to oversee the daily operations of our Laurence building in downtown Montreal. As a key member of our team, you will be responsible for ensuring the optimal management of the building, maximizing rental performance, and providing exceptional customer...


  • Montreal, Quebec, Canada Cogir Immobilier Full time

    Job Title: Building Manager in Downtown MontrealCogir Immobilier is seeking a highly skilled Building Manager to oversee the daily operations of our Laurence building in downtown Montreal. As a key member of our team, you will be responsible for ensuring the optimal management of the building, maximizing rental performance, and providing exceptional customer...


  • Montreal, Quebec, Canada Cogir Immobilier Full time

    Job Summary Cogir Immobilier seeks a Building Manager to oversee the Laurence building in downtown Montreal. The ideal candidate will develop a management plan, ensure optimal building operations, and implement strategies to maximize rental performance. Key responsibilities include managing a multidisciplinary team, providing quality maintenance services,...


  • Montreal, Quebec, Canada Randstad Canada Full time

    Job SummaryWe are seeking a highly adaptable and organized Mail Clerk to join our team in downtown Montreal. As a Mail Clerk, you will be responsible for managing and preparing documents, classifying documents received for processing, and responding to administrative requests from employees.Key Responsibilities Manage and prepare documents for processing...


  • Montreal, Quebec, Canada Randstad Canada Full time

    Job SummaryWe are seeking a dynamic and versatile Mail Clerk to join our team in downtown Montreal. As a Mail Clerk, you will be responsible for managing and preparing documents, classifying documents received for processing, and responding to administrative requests from employees.Key Responsibilities Management and preparation of documents Classification...


  • Montreal, Quebec, Canada Randstad Full time

    About the RoleAre you an experienced legal professional with a passion for commercial litigation and insurance?We are seeking a skilled Litigation Legal Assistant to join our downtown Montreal office.


  • Montreal, Quebec, Canada Randstad Canada Full time

    Job SummaryWe are seeking a dynamic and versatile individual to fill a temporary mail clerk position in downtown Montreal. As a mail clerk, you will be responsible for managing and preparing documents, classifying documents received for processing, and responding to administrative requests from employees.Key Responsibilities Management and preparation of...


  • Montreal, Quebec, Canada Randstad Canada Full time

    Are you a highly motivated and detail-oriented professional looking for a challenging role in finance?We are seeking an experienced Assistant Controller to join our team in downtown Montreal.The successful candidate will have the opportunity to work in a dynamic environment with a talented finance team and contribute to the growth of our company.Job...


  • Montreal, Quebec, Canada Randstad Full time

    **About the Role:**Randstad is seeking a highly organized and customer-focused Medical Aesthetic Coordinator to join their team in downtown Montreal. In this role, you will be responsible for providing exceptional patient care and supporting the medical aesthetics team in delivering top-notch services.**Key Responsibilities:**Coordinate with patients to...


  • Montreal, Quebec, Canada Cogir Immobilier Full time

    Job Title: Building Manager in Downtown MontrealCogir Immobilier is seeking a highly skilled and experienced Building Manager to oversee the daily operations of our Laurence building in downtown Montreal. As a key member of our team, you will be responsible for ensuring the optimal management of the building, maximizing rental performance, and providing...


  • Montreal, Quebec, Canada Cogir Immobilier Full time

    Job Title: Building Manager in Downtown MontrealCogir Immobilier is seeking a highly skilled Building Manager to oversee the daily operations of our properties in downtown Montreal. As a key member of our team, you will be responsible for ensuring the optimal management of our buildings, maximizing rental performance, and providing exceptional customer...


  • Montreal, Quebec, Canada Cogir Immobilier Full time

    Job Title: Building Manager in Downtown MontrealCogir Immobilier is seeking a highly skilled Building Manager to oversee the daily operations of our properties in downtown Montreal. As a key member of our team, you will be responsible for ensuring the optimal management of our buildings, maximizing rental performance, and providing exceptional customer...