Strategic Financial Consultant

2 weeks ago


Gatineau, Quebec, Canada Scotiabank Full time

About the Role

We are seeking a skilled Financial Planner to join our team at Scotiabank. In this role, 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 key responsibilities will include:

  • Conducting in-depth reviews for assigned clients, 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

To be successful in this role, you will need:

  • 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.

What We Offer

As a Financial Planner at Scotiabank, you will be part of an inclusive culture where we value and recognize our employees' contributions. You will have the opportunity to make a lasting impact on an assigned book of customers and enjoy a competitive compensation and benefits package tailored for the role.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank. We are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.

Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.



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