Strategic Financial Consultant

5 days ago


Drummondville, Quebec, Canada Scotiabank Full time

Financial Planning Role Overview

As a Financial Planner at Scotiabank, 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, following a comprehensive financial planning framework. Key responsibilities include investment sales, new client acquisition, and establishing business development opportunities with prospects and clients within the assigned market area.

Key Responsibilities:

  • Conducting 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.
  • Exhibiting a natural curiosity to uncover and solve for clients' needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
  • Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
  • Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
  • Exercising a collaborative approach when dealing with peers, clients, and partners.
  • Building 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.


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