Financial Planning Specialist

3 days ago


Montreal, Quebec, Canada Scotiabank Full time

About the Role: As a Financial Planning Specialist at Scotiabank, you will play a vital role in delivering trusted financial advice to customers and helping them achieve their goals. You will be responsible for creating personalized financial plans, leveraging relevant financial planning tools and resources.

Your Key Responsibilities:

  • Educate customers on various financial products and services
  • Create comprehensive financial plans tailored to individual customer needs
  • Develop strong relationships with customers and provide ongoing support
  • Demonstrate expertise in financial sales and build trust with customers

Your Skills and Qualifications:

  • Sales management experience and ability to market financial products
  • Strong communication and interpersonal skills
  • Licence to sell mutual funds and working towards CIFP Diploma in Financial Planning or equivalent

What We Offer:

  • A competitive salary of $85,000 per year, plus commissions
  • Benefits package including health insurance, retirement savings plan, and paid time off
  • Ongoing training and development opportunities
  • Collaborative work environment with a diverse team

Location: This role is based in Montreal, Canada, and you will have the opportunity to work with a variety of customers from different backgrounds.



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