Financial Planning Specialist

4 weeks ago


Laval, Quebec, Canada Scotiabank Full time

Are you passionate about delivering trusted financial advice to customers regarding complex investment and retirement planning?

In this role, you will:

  • Be results-driven by taking a proactive approach to discovering our customers' needs, listening to understand what they are looking for.
  • Conduct comprehensive reviews for assigned customers including retirement planning, wealth accumulation and estate planning utilizing financial planning skills to create customized financial strategies and solutions.
  • Be highly engaged, educating customers, providing relevant insights and expert advice.
  • Demonstrate a collaborative approach when dealing with peers, customers, and partners.
  • Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers.

What skills do you need to succeed in this role?

  • You must have successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
  • You should have a minimum three years experience of financial planning and investment sales experience.
  • You should be able to demonstrate sales management experience and the ability to market Scotiabank.
  • You should be able to cultivate strong relationships with customers, peers and partners.

What's in it for you?

  • You will receive a competitive compensation and benefits package tailored for the Investment & Personal Banking Specialist, Investment & Retirement Planning role.
  • You will have the ability to make a lasting impact on an assigned book of customers.
  • You will be part of an inclusive culture where we value and recognize our employees' contributions.
  • You will be part of an organization committed to making a difference in our communities – for you and your customers.

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French because they will serve an English-speaking clientele.



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