Financial Planner, Chabanel, Montreal

3 weeks ago

Montreal, Quebec, Canada Scotiabank Full time
Role Summary

As a Financial Planner at Scotiabank, 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 Responsibilities
  • Conduct comprehensive financial planning reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning.
  • Exhibit a natural curiosity to uncover and solve for client needs, delivering trusted financial advice on investments and retirement planning.
  • Demonstrate self-motivation and a goal-oriented mindset when identifying client 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.
  • Accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • Ability 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'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.

  • Financial Planner, Chabanel, Montreal

    3 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Role SummaryWe are seeking a highly skilled Financial Advisor to join our team in Montreal. As a Financial Advisor, you will be responsible for providing expert financial advice to customers and helping them achieve their financial goals.Key ResponsibilitiesConduct comprehensive financial reviews for assigned customers, including retirement planning, wealth...

  • Financial Planner, Chabanel, Montreal

    4 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Role SummaryWe are seeking a highly skilled Financial Advisor to join our team in Montreal. As a Financial Advisor, you will be responsible for providing expert financial advice to customers and helping them achieve their financial goals.Key ResponsibilitiesConduct comprehensive financial reviews for assigned customers, including retirement planning, wealth...

  • Financial Planner, Chabanel, Montreal

    4 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Role SummaryWe are seeking a highly skilled Financial Advisor to join our team in Montreal. As a Financial Advisor, you will be responsible for providing expert financial advice to customers and helping them achieve their financial goals.Key ResponsibilitiesConduct comprehensive financial reviews for assigned customers, including retirement planning, wealth...

  • Financial Planner, Chabanel, Montreal

    3 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Role SummaryWe are seeking a highly skilled Financial Advisor to join our team in Montreal. As a Financial Advisor, you will be responsible for providing expert financial advice to customers and helping them achieve their financial goals.Key ResponsibilitiesConduct comprehensive financial reviews for assigned customers, including retirement planning, wealth...

  • Financial Planner, Chabanel, Montreal

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Role OverviewWe are seeking a highly skilled Financial Advisor to join our team in Montreal. As a Financial Advisor, you will be responsible for providing expert financial advice to customers and helping them achieve their financial goals.Key ResponsibilitiesConduct comprehensive financial reviews for assigned customers, including retirement planning, wealth...

  • Financial Planner, Chabanel, Montreal

    4 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Role OverviewWe are seeking a highly skilled Financial Advisor to join our team in Montreal. As a Financial Advisor, you will be responsible for providing expert financial advice to customers and helping them achieve their financial goals.Key ResponsibilitiesConduct comprehensive financial reviews for assigned customers, including retirement planning, wealth...

  • Financial Planner, Chabanel, Montreal

    4 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Role OverviewWe are seeking a highly skilled Financial Advisor to join our team in Montreal. As a Financial Advisor, you will be responsible for providing expert financial advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial reviews for assigned clients, including retirement...

  • Financial Planner, Chabanel, Montreal

    4 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Role OverviewWe are seeking a highly skilled Financial Advisor to join our team in Montreal. As a Financial Advisor, you will be responsible for providing expert financial advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial reviews for assigned clients, including retirement...

  • Financial Planner Downtown Montreal

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Financial Planner OpportunityRequisition ID: 201233We are seeking a skilled Financial Planner to join our team in Downtown Montreal. As a Financial Planner, you will focus on 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...

  • Financial Planner, Downtown Montreal

    4 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Financial Planner Job DescriptionWe are seeking a skilled Financial Planner to join our team in Downtown 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 Responsibilities:Conduct in-depth reviews for assigned clients,...

  • Financial Planner Downtown Montreal

    1 month ago

    Montreal, Quebec, Canada Scotiabank Full time

    Financial Planner OpportunityRequisition ID: 201233We are seeking a skilled Financial Planner to join our team in Downtown Montreal. As a Financial Planner, you will focus on 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...

  • Financial Planner, Downtown Montreal

    4 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Financial Planner Job DescriptionWe are seeking a skilled Financial Planner to join our team in Downtown 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 Responsibilities:Conduct in-depth reviews for assigned clients,...

  • Financial Planner, Downtown Montreal

    3 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Financial Planner OpportunityRequisition ID: 201233We are seeking a skilled Financial Planner to join our team in Downtown 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 Responsibilities:Conduct in-depth reviews for...

  • Financial Planner, Downtown Montreal

    2 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Requisition ID: 201233At Scotiabank, we're seeking a skilled Financial Planner to join our team in Downtown Montreal. As a Financial Planner, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key responsibilities include:Conducting in-depth reviews for assigned...

  • Financial Planner

    3 weeks ago

    Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job DescriptionJob Title: Financial PlannerJob Summary:We are seeking a highly skilled and experienced Financial Planner to join our team at TD Wealth. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Conduct...

  • Financial Planner

    3 weeks ago

    Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job DescriptionJob Title: Financial PlannerJob Summary:We are seeking a highly skilled and experienced Financial Planner to join our team at TD Wealth. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Conduct...

  • Financial Planner

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Financial PlannerJoin National Bank as a Financial Planner and take on a challenging role that requires expertise in financial planning and advisory services. As a Financial Planner, you will be responsible for advising clients on their investment and financing needs, creating personalized financial plans, and developing business...

  • Financial Planner

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Financial PlannerJoin National Bank as a Financial Planner and take on a challenging role that requires expertise in financial planning and advisory services. As a Financial Planner, you will be responsible for advising clients on their investment and financing needs, creating personalized financial plans, and developing business...

  • Financial Planner

    3 weeks ago

    Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:We are seeking a highly skilled Financial Planner to join our team at TD Wealth. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them to achieve their financial goals and objectives.Key Responsibilities:Conduct thorough financial needs analyses to identify...

  • Financial Planner

    1 month ago

    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at National Bank. As a Financial Planner, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct financial needs assessments and develop personalized...