Financial Services Consultant

6 days ago

Brossard, Quebec, Canada Scotiabank Full time

Job Summary

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

You will focus on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area. Your goal is to promote the development and sustainable growth of proprietary investment business in the assigned market area.

The ideal candidate will have experience in financial planning and investment sales, preferably with a designation such as IQPF. You must be able to work independently as a self-motivated entrepreneur with minimal supervision. Additionally, you should be knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

Responsibilities:

  • Conduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning.
  • Exhibit a natural curiosity to uncover and solve for clients' needs, delivering 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.
  • 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.
  • Accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • Bilingualism in French and English.

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