Financial Planner/Investment Specialist

4 weeks ago


DollardDes Ormeaux, Quebec, Canada Scotiabank Full time

Requisition ID: 209431

At Scotiabank, we're seeking a skilled Financial Planner/Investment Specialist to join our team. As a key member of our organization, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.

Key responsibilities include:

  • 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, delivering trusted financial advice to clients regarding their investments and retirement planning.
  • Demonstrating self-motivation and a goal-oriented mindset when identifying 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 include:

  • 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.

We offer a competitive compensation and benefits package tailored for the role, the ability to make a lasting impact on an assigned book of customers, an inclusive culture where we value and recognize our employees' contributions, and an organization committed to making a difference in our communities – for you and your customers.



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