Senior Financial Services Professional

4 days ago

Boisbriand, Quebec, Canada Scotiabank Full time

About the Role:

The ideal candidate will possess strong financial planning skills and a passion for delivering trusted advice to clients. As a key member of our team, you will be responsible for developing and deepening client relationships by providing high-quality investment and financial planning advice.

  • Exhibiting a natural curiosity to uncover and solve for client needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
  • Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.

Key Responsibilities:

  • 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.
  • Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
  • Exercising a collaborative approach when dealing with peers, clients, and partners.

Requirements:

  • 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:

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

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