Financial Planner, Chabanel, Montreal
5 days ago
We are seeking a skilled Financial Planner to join our team in Montreal, Quebec. 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 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.
- 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.
- 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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Financial Planner, Chabanel, Montreal
1 day ago
Montreal, Quebec, Canada Scotiabank Full timeFinancial Planner RoleScotiabank is seeking a skilled Financial Planner to join our team in Montreal. 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 ResponsibilitiesConduct in-depth reviews for assigned clients, including...
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Financial Planner, Chabanel, Montreal
1 day ago
Montreal, Quebec, Canada Scotiabank Full timeFinancial Planner RoleScotiabank is seeking a skilled Financial Planner to join our team in Montreal. 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 ResponsibilitiesConduct in-depth reviews for assigned clients, including...
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Financial Planner, Chabanel, Montreal
3 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Planner to join our team in Montreal. 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 ResponsibilitiesConduct in-depth reviews for assigned clients,...
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Financial Planner, Chabanel, Montreal
3 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Planner to join our team in Montreal. 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 ResponsibilitiesConduct in-depth reviews for assigned clients,...
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Financial Planner, Chabanel, Montreal
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeRole SummaryWe are seeking a skilled Financial Planner to join our team in Montreal, Quebec. 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 ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...
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Financial Planner, Chabanel, Montreal
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeRole SummaryWe are seeking a skilled Financial Planner to join our team in Montreal, Quebec. 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 ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...
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Financial Planner, Chabanel, Montreal
6 days ago
Montreal, Quebec, Canada Scotiabank Full timeRole SummaryWe are seeking a skilled Financial Planner to join our team in Montreal. 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 ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement planning,...
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Financial Planner, Chabanel, Montreal
5 days ago
Montreal, Quebec, Canada Scotiabank Full timeRole SummaryWe are seeking a skilled Financial Planner to join our team in Montreal. 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 ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement planning,...
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Financial Planner, Chabanel, Montreal
1 week ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Planner to join our team in Montreal. 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 ResponsibilitiesConduct in-depth reviews for assigned clients,...
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Financial Planner, Chabanel, Montreal
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Planner to join our team in Montreal. 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 ResponsibilitiesConduct in-depth reviews for assigned clients,...
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Financial Planner, Chabanel, Montreal
1 week ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Planner to join our team in Montreal. 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 ResponsibilitiesConduct in-depth reviews for assigned clients,...
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Financial Planner, Chabanel, Montreal
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Planner to join our team in Montreal. 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 ResponsibilitiesConduct in-depth reviews for assigned clients,...
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Financial Planner, Chabanel, Montreal
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeFinancial Planning ExpertiseWe are seeking a skilled 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 ResponsibilitiesConduct in-depth reviews for assigned clients, including...
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Financial Planner, Chabanel, Montreal
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeFinancial Planning ExpertiseWe are seeking a skilled 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 ResponsibilitiesConduct in-depth reviews for assigned clients, including...
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Financial Planner, Chabanel, Montreal
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct comprehensive financial planning reviews for assigned...
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Financial Planner, Chabanel, Montreal
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct comprehensive financial planning reviews for assigned...
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Financial Planner, Chabanel, Montreal
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled 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 ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...
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Financial Planner, Chabanel, Montreal
3 weeks ago
Montreal, Quebec, Canada Scotiabank Full time**About the Role**We are seeking a highly skilled 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...
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Financial Planner, Chabanel, Montreal
3 weeks ago
Montreal, Quebec, Canada Scotiabank Full time**About the Role**We are seeking a highly skilled 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...
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Financial Planner, Chabanel, Montreal
3 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will play a key 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...