Strategic Financial Planner

3 hours ago

Montreal, Quebec, Canada Scotiabank Full time

We are seeking an experienced Strategic Financial Planner to join our Wealth Management team in Montreal, Quebec. In this role, 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 comprehensive financial planning reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning.
  • Exhibit a natural curiosity to uncover and solve for clients' needs, deliver trusted financial advice regarding their investments and retirement planning.
  • Demonstrate self-motivation and a goal-oriented mindset when identifying clients' needs to craft personalized financial strategies and solutions.

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

  • Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
  • Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.

The Ideal Candidate:

  • Has experience in financial planning and investment sales.
  • Successfully completed (or working towards) the IQPF designation within Quebec.
  • Accredited mutual funds professional in good standing with CIRO licensing requirements.

What We Offer:

  • A competitive compensation package estimated at $80,000 - $120,000 per annum.
  • An inclusive culture where we value and recognize employees' contributions.
  • Ongoing training and professional development opportunities.

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