Financial Advisor, Investment Specialist

3 weeks ago

Montreal, Quebec, Canada Scotiabank Full time

Requisition ID: 209621

At Scotiabank, we're seeking a highly motivated Investment & Personal Banking Specialist to join our team. As a key member of our branch sales team, you'll be responsible for contributing to our overall success by meeting/exceeding negotiated deposit and investment sales goals.

About the Role

  • You'll establish/deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners.
  • You'll be passionate about financial sales and delivering trusted financial advice to customers regarding complex investment and retirement planning.
  • You'll conduct comprehensive reviews for assigned customers, including retirement planning, wealth accumulation, and estate planning.
  • You'll be highly engaged, educating customers, providing relevant insights, and expert advice.
  • You'll demonstrate a collaborative approach when dealing with peers, customers, and partners.
  • You'll build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers.

Requirements

  • You'll have successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
  • You'll have a minimum three years of experience in financial planning and investment sales.
  • You'll have demonstrated sales management experience and the ability to market Scotiabank.
  • You'll be able to cultivate strong relationships with customers, peers, and partners.

What's in it for you?

  • You'll receive a competitive compensation and benefits package tailored for the Investment & Personal Banking Specialist role.
  • You'll have the ability to make a lasting impact on an assigned book of customers.
  • You'll be part of an inclusive culture where we value and recognize our employees' contributions.
  • You'll be part of an organization committed to making a difference in our communities – for you and your customers.

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French because they will serve and English-speaking clientele.

  • Financial Advisor

    4 weeks ago

    Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full time

    Investment Finance Advisor OpportunityWe are seeking a skilled Investment Finance Advisor to join our team at PSP's Private Debt & Credit Investment (PDCI) group.About the Role:As an Investment Finance Advisor, you will be responsible for providing financial analysis and reporting support to our investment teams.Key Responsibilities:Develop and maintain...

  • Financial Advisor

    4 weeks ago

    Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full time

    Investment Finance Advisor OpportunityWe are seeking a skilled Investment Finance Advisor to join our team at PSP's Private Debt & Credit Investment (PDCI) group.About the Role:As an Investment Finance Advisor, you will be responsible for providing financial analysis and reporting support to our investment teams.Key Responsibilities:Develop and maintain...

  • Senior Manager, Financial Advisor, Investment

    3 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled Senior Manager, Financial Advisor, Investment to join our team at Scotiabank. As a key member of our leadership team, you will be responsible for overseeing a team of Financial Advisors Investment & Retirement specialists and driving business results in the Quebec and Eastern Ontario Region.Key...

  • Senior Manager, Financial Advisors, Investment

    3 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job SummaryThe Senior Manager, Financial Advisors, Investment will partner with Canadian Banking regional leadership and Wealth Management to oversee a team of Financial Advisors Investment & Retirement specialists (FAIRs) for an assigned market.Key ResponsibilitiesCoach the team of FAIRs to increase financial planning results and support recruitment and...

  • Senior Manager, Financial Advisors, Investment

    3 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job Summary:The Senior Manager, Financial Advisors, Investment & Retirement will strategically partner with Canadian Banking regional leadership and Wealth Management to oversee a team of Financial Advisors Investment & Retirement specialists (FAIRs) for an assigned market.Key Responsibilities:Coach the team of FAIRs, increasing financial planning results,...

  • Senior Manager, Financial Advisors, Investment and Retirement

    3 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job Summary:The Senior Manager, Financial Advisors, Investment and Retirement will oversee a team of Financial Advisors Investment & Retirement specialists (FAIRs) for an assigned market. This role requires strategic partnership with Canadian Banking regional leadership and Wealth Management to increase financial planning results, support recruitment and...

  • Senior Manager, Financial Advisors, Investment

    3 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job Summary:The Senior Manager, Financial Advisors, Investment will strategically partner with Canadian Banking regional leadership and Wealth Management to oversee a team of Financial Advisors Investment & Retirement specialists (FAIRs) for an assigned market.Key Responsibilities:Coach the team of FAIRs, increasing financial planning results, supporting...

  • Financial Advisor

    3 weeks ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    At Sun Life Financial, we're looking for a talented Financial Advisor to join our team in Montreal. As a Prospr Advisor, you'll play a key role in helping clients achieve their financial goals and live healthier lives.Key Responsibilities:Proactively call and take calls from new and existing insurance and investment clients to provide holistic adviceEngage...

  • Senior Manager, Financial Advisor, Investment and Retirement Lead

    3 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job SummaryThe Senior Manager, Financial Advisor, Investment & Retirement will partner with Canadian Banking regional leadership and Wealth Management to oversee a team of Financial Advisors Investment & Retirement specialists (FAIRs) for an assigned market.Key ResponsibilitiesCoach the team of FAIRs to increase financial planning results and support...

  • Investment Advisor Assistant

    4 weeks ago

    Montreal, Quebec, Canada Raymond James Financial Full time

    Job DescriptionAt Raymond James, we foster a collaborative environment where professionals can grow and thrive.We are seeking a detail-oriented and organized individual to join our team as an Investment Advisor Assistant.Key Responsibilities:Prepare and review reports, client correspondence, and project work with attention to detail and accuracy.Handle...

  • Investment Advisor Assistant

    4 weeks ago

    Montreal, Quebec, Canada Raymond James Financial Full time

    Job DescriptionAt Raymond James, we foster a collaborative environment where professionals can grow and thrive.We are seeking a detail-oriented and organized individual to join our team as an Investment Advisor Assistant.Key Responsibilities:Prepare and review reports, client correspondence, and project work with attention to detail and accuracy.Handle...

  • Investment Advisor Assistant

    4 weeks ago

    Montreal, Quebec, Canada Raymond James Financial Full time

    Job Opportunity at Raymond James Ltd.Raymond James Ltd. is a leading independent investment dealer offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.We are seeking a self-motivated individual with exceptional administrative skills and a dependable nature to join our team as an...

  • Strategic Financial Advisor Leader

    2 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    We are seeking an experienced Sales Leader to partner with our Canadian Banking regional leadership and Wealth Management team. As the Senior Manager, Financial Advisor, Investment & Retirement, you will oversee a team of Financial Advisors Investment & Retirement specialists (FAIRs) for an assigned market.Responsibilities will include coaching and...

  • Investment Reporting Specialist

    4 days ago

    Montreal, Quebec, Canada Intact Financial Corporation Full time

    We're seeking an experienced Investment Reporting Specialist to join our dynamic team at Intact Financial Corporation. In this role, you will support the investment teams by contributing to the delivery of external and internal financial information related to investments.As an Investment Reporting Specialist, you will participate in month-end, quarter-end,...

  • Financial Advisor

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Advisor, Strategy & Investment SolutionsAre you passionate about investments and securities? Do you want to make a meaningful impact in the field of wealth management? We're seeking a talented Advisor, Strategy & Investment Solutions to join our National Bank Financial Wealth Management (NBFWM) team.Your Role:Act as a key point of contact for Wealth...

  • Financial Advisor

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Advisor, Strategy & Investment SolutionsAre you passionate about investments and securities? Do you want to make a meaningful impact in the field of wealth management? We're seeking a talented Advisor, Strategy & Investment Solutions to join our National Bank Financial Wealth Management (NBFWM) team.Your Role:Act as a key point of contact for Wealth...

  • Strategic Investment Advisor

    4 weeks ago

    Montreal, Quebec, Canada Banque Nationale du Canada Full time

    Advisor, Strategy & Investment SolutionsRole OverviewAs a key member of the National Bank Financial Wealth Management team, you will play a crucial role in providing expert advice and support to Wealth Advisors. Your responsibilities will include data analysis, investment research, and business development, all while working closely with colleagues to drive...

  • Strategic Investment Advisor

    4 weeks ago

    Montreal, Quebec, Canada Banque Nationale du Canada Full time

    Advisor, Strategy & Investment SolutionsRole OverviewAs a key member of the National Bank Financial Wealth Management team, you will play a crucial role in providing expert advice and support to Wealth Advisors. Your responsibilities will include data analysis, investment research, and business development, all while working closely with colleagues to drive...

  • Strategic Investment Advisor

    3 weeks ago

    Montreal, Quebec, Canada Banque Nationale du Canada Full time

    Advisor Strategy and Investment SolutionsAs a key member of the National Bank Financial Wealth Management team, you will be responsible for providing expert advice and guidance to Wealth Advisors. Your role will involve:Acting as a key point of contact for Wealth Advisors, providing expert advice and guidance.Gaining insight into the day-to-day...

  • Strategic Investment Advisor

    3 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Strategic Investment Advisor to join our team at National Bank Financial Wealth Management (NBFWM). As a key member of our Strategy and Investment Solutions team, you will play a crucial role in supporting our wealth advisors in delivering exceptional client experiences.Key ResponsibilitiesAct as a trusted...