Financial Planner, Laval, Quebec

3 weeks ago

Laval, Quebec, Canada Scotiabank Full time
Unlock Your Potential as a Financial Planner

Are you passionate about helping others achieve their financial goals? Do you have a knack for delivering trusted financial advice and sales expertise? We're looking for a talented Financial Planner to join our team at Scotiabank

About the Role
  • Be a results-driven professional who takes a proactive approach to discovering customers' needs and delivering tailored financial solutions.
  • Conduct comprehensive reviews for assigned customers, including retirement planning, wealth accumulation, and estate planning.
  • Build strong relationships with customers, peers, and partners, providing a great client experience and growing long-standing relationships.
  • Demonstrate a collaborative approach and educate customers on relevant insights and expert advice.
What We're Looking For
  • A minimum three years of experience in financial planning and investment sales.
  • Demonstrated sales management experience and the ability to market Scotiabank.
  • The ability to cultivate strong relationships with customers, peers, and partners.
What's in It for You?
  • A competitive compensation and benefits package tailored for the Investment & Personal Banking Specialist, Investment & Retirement Planning 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.
  • An organization committed to making a difference in our communities – for you and your customers.

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