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Financial Planner, Decarie and Ferrier Branch
2 months ago
**About the Role**
We are seeking a highly motivated and experienced Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.
**Key Responsibilities**
- Conduct 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.
- Exhibit a natural curiosity to uncover and solve for clients' needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
- Demonstrate self-motivation and a goal-oriented mindset when identifying clients' needs to craft personalized financial strategies and solutions.
- Foster strong engagement, educate clients, offer insights, and deliver expert advice.
- Exercise a collaborative approach when dealing with peers, clients, and partners.
- Build relationships, focus on providing a great client experience, and grow long-standing relationships with existing clients.
**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. Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English & French because they will serve English and French speaking clientele.
**What's in it for you?**
- 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.
