Financial Planner/Investment Specialist
4 weeks ago
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.
-
Financial Planner/Investment Specialist
4 weeks ago
Dollard-Des Ormeaux, Quebec, Canada Scotiabank Full timeRequisition ID: 209431At 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...
-
Financial Planner/Investment Specialist
4 weeks ago
Dollard-Des Ormeaux, Quebec, Canada Scotiabank Full timeJob SummaryAs a Financial Planner/Investment Specialist at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities...
-
Financial Planning and Investment Specialist
4 weeks ago
Dollard-Des Ormeaux, Quebec, Canada Scotiabank Full timeRole SummaryAs a Financial Planner/Investment Specialist 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 goal will be to provide investment and financial planning advice to help clients meet their unique goals.Key...
-
Financial Planning and Investment Specialist
3 weeks ago
Dollard-Des Ormeaux, Quebec, Canada Scotiabank Full timeRole OverviewAs a Financial Planner/Investment Specialist at Scotiabank, you will play a crucial role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate...
-
Dollard-Des Ormeaux, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs a RBC Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide...
-
Financial Planning Expert
2 days ago
Dollard-Des Ormeaux, Quebec, Canada Scotiabank Full timeAbout ScotiabankAt Scotiabank, we strive to be a leader in the financial services industry. Our purpose is to empower our customers to achieve their goals through innovative advice, products and services.Salary InformationThe estimated annual salary for this position is $120,000-$150,000, depending on experience and qualifications.Job DescriptionWe are...
-
Dollard-Des Ormeaux, Quebec, Canada Royal Bank of Canada Full timeWe thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.Job DescriptionAs a RBC Financial Planner, Investment...
-
Detailed Financial Specialist
4 weeks ago
Dollard-Des Ormeaux, Quebec, Canada beBee Professionals Full time $45,000 - $60,000beBee Professionals is seeking a Detailed Financial Specialist to maintain accurate financial records, handle accounts payable and receivable, and ensure the integrity of our accounting practices.Key Responsibilities:Manage and maintain financial records, including ledgers, invoices, and statements.Reconcile bank statements and monitor cash flow.Prepare...
-
Project Financial Planning Specialist
7 days ago
Dollard-Des Ormeaux, Quebec, Canada Randstad Canada Full timeJob SummaryWe are seeking a highly skilled Project Financial Planning Specialist to join our team at Randstad Canada. In this role, you will be responsible for overseeing the financial aspects of projects, ensuring that they are completed on time and within budget.
-
Financial Project Control Specialist
4 days ago
Dollard-Des Ormeaux, Quebec, Canada Randstad Canada Full timeCompany OverviewRandstad Canada is a leading recruitment agency providing innovative solutions for businesses and individuals alike. Our commitment to fostering an inclusive and accessible workplace enables us to support the diverse needs of our clients and candidates.SalaryWe offer a competitive salary range of $85,000 - $110,000 per year, commensurate with...
-
Masonry Specialist
3 weeks ago
Dollard-Des Ormeaux, Quebec, Canada JBM Granite and Quartz Inc. Full timeJob Title: Masonry SpecialistAbout the Role:At JBM Granite and Quartz Inc., we are seeking a skilled Masonry Specialist to join our team. As a Masonry Specialist, you will be responsible for preparing and laying bricks, concrete blocks, and other masonry units to provide a strong foundation for our clients' projects.Key Responsibilities:- Estimate materials,...
-
Financial Planning and Budgeting Specialist
3 days ago
Dollard-Des Ormeaux, Quebec, Canada Randstad Canada Full timeRandstad Canada is seeking a highly skilled Financial Analyst to join their team.Job DescriptionThis is an exciting opportunity for a detail-oriented individual to work on projects and monitor budgets and cost controls. As a Financial Analyst, you will be responsible for reporting and tracking related to different projects or working on major projects. Your...
-
Financial Analyst Project Specialist
4 weeks ago
Dollard-Des Ormeaux, Quebec, Canada Randstad Canada Full timeJob SummaryThis is a challenging role for a detail-oriented individual who enjoys working with budgets and projects. As a Project Financial Analyst, you will be responsible for reporting and tracking related to different projects. You will work closely with project teams to track costs and identify variances from the original plan to improve project...
-
Mortgage Development Specialist
4 weeks ago
Dollard-Des Ormeaux, Quebec, Canada NBC Full timeMortgage Development SpecialistAt NBC, we're seeking a skilled Mortgage Development Specialist to join our team. As a key member of our mortgage services group, you'll play a vital role in supporting our clients in the development of strategies during purchase transactions, mortgage pre-authorizations, and external refinancings.Key Responsibilities:Provide...
-
Masonry Specialist
3 weeks ago
Dollard-Des Ormeaux, Quebec, Canada JBM Granite and Quartz Inc. Full timeAbout the Role:JBM Granite and Quartz Inc. is seeking a skilled Masonry Specialist to join our team. As a key member of our construction team, you will be responsible for preparing and laying bricks, concrete blocks, and other masonry units to provide a high-quality finish.Key Responsibilities:Estimate materials, tools, and equipment required for projectsLay...
-
Mortgage Development Specialist
4 weeks ago
Dollard-Des Ormeaux, Quebec, Canada NBC Full timeJob SummaryWe are seeking a highly skilled Mortgage Development Specialist to join our team at NBC. As a key member of our advisory services team, you will be responsible for providing exceptional customer service and supporting clients in the development of strategies during purchase transactions, mortgage pre-authorizations, and external refinancings.Key...
-
Masonry Specialist
4 weeks ago
Dollard-Des Ormeaux, Quebec, Canada JBM GRANITE ET QUARTZ INC Full timeJob SummaryWe are seeking a skilled Masonry Specialist to join our team at JBM GRANITE ET QUARTZ INC. The ideal candidate will have experience in preparing and laying bricks, concrete blocks, and other masonry units, as well as estimating materials and tools required for projects.Key ResponsibilitiesPrepare and lay bricks, concrete blocks, and other masonry...
-
Mortgage Development Specialist
4 weeks ago
Dollard-Des Ormeaux, Quebec, Canada NBC Full timeAbout the RoleWe are seeking a highly skilled Mortgage Development Specialist to join our team at NBC. As a key member of our mortgage services team, you will be responsible for providing exceptional customer service and supporting our clients in the development of strategies during purchase transactions, mortgage pre-authorizations, and external...
-
Mortgage Development Specialist
4 days ago
Dollard-Des Ormeaux, Quebec, Canada NBC Full timeOverviewNational Bank is a large established company covering a wide territory with opportunities for growth and development. As a Mortgage Development Manager, you will be working with various stakeholders to provide exceptional customer service and support the development of strategies during purchase transactions.Job SummaryWe are seeking an experienced...
-
Site Support Specialist
2 months ago
Dollard-Des Ormeaux, Quebec, Canada beBee Professionals Full time $30,000 - $45,000Job SummaryWe are seeking a motivated and detail-oriented Construction Helper to join our team at beBee Professionals in Dollard-Des Ormeaux. As a key member of our construction team, you will assist skilled tradespeople, maintain tools and equipment, and ensure a safe and efficient work site.Key ResponsibilitiesSupport carpenters, electricians, and other...