Financial Advisor, Investment
3 weeks ago
Requisition ID: 206346
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
About the role
As a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers. Your primary role is to establish/deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners.
Is this role right for you? In this role, you will:
- Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and retirement planning to customers
- 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
Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:
- 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)
- A minimum three years experience of financial planning and investment sales experience
- Demonstrated sales management experience and the ability to market Scotiabank
- Ability to cultivate strong relationships with customers, peers and partners
- 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 Investment & Personal Banking Specialist, Investment & Retirement Planning 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
Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English, in addition to French because they will serve and English-speaking clientele.
Location(s): Canada : Quebec : Vaudreuil-dorion || Canada : Quebec : Salaberry-de-valleyfield
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
-
Financial Advisor, Investment
1 week ago
Vaudreuil-Dorion, Quebec, Canada Scotiabank Full timeJoin a purpose-driven team at Scotiabank, a leading bank in the Americas, where we help our customers achieve success through a range of advice, products and services.About the Financial Advisor, Investment & Retirement Planning RoleThis role is a key part of our branch sales team, responsible for contributing to the team's overall success by...
-
Vaudreuil-Dorion, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Financial Advisor, Investment and Retirement Planning to join our team at Scotiabank. As a key member of our branch sales team, you will be responsible for contributing to the team's overall success by meeting and exceeding negotiated deposit and investment sales goals.Key ResponsibilitiesEstablish and deepen...
-
Vaudreuil-Dorion, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Financial Advisor, Investment and Retirement Planning to join our team at Scotiabank. As a key member of our branch sales team, you will be responsible for contributing to the team's overall success by meeting and exceeding negotiated deposit and investment sales goals.Key ResponsibilitiesEstablish and deepen...
-
Vaudreuil-Dorion, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Financial Advisor, Investment and Retirement Planning to join our team at Scotiabank. As a key member of our branch sales team, you will be responsible for contributing to the team's overall success by meeting and exceeding negotiated deposit and investment sales goals.Key ResponsibilitiesEstablish and deepen...
-
Financial Advisor
4 months ago
Vaudreuil-Dorion, Canada Scotiabank Full timeRequisition ID: 195412 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Financial Advisor you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding negotiated deposit and investment sales goals through effective...
-
Financial Advisor, Investment
2 weeks ago
Vaudreuil-Dorion, Canada Scotiabank Full timeRequisition ID: 206346Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleAs a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales...
-
Financial Advisor, Investment
2 weeks ago
Vaudreuil-Dorion, Canada Scotiabank Full timeRequisition ID: 206346 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and...
-
Associate Financial Advisor
3 months ago
Vaudreuil-Dorion, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Advisor
3 months ago
Vaudreuil-Dorion, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Investment and Retirement Planning Specialist
2 weeks ago
Vaudreuil-Dorion, Quebec, Canada Scotiabank Full timeAbout the RoleAs a Financial Advisor, Investment & Retirement Planning, you will be a key member of the branch sales team responsible for driving business growth and meeting/exceeding sales targets. Your primary role will be to establish and deepen relationships with existing customers, as well as acquiring new customers through effective management of your...
-
Wealth Management Advisor
2 weeks ago
Vaudreuil-Dorion, Quebec, Canada Scotiabank Full timeAbout the RoleAs a Financial Advisor, Investment & Retirement Planning, you will be a key member of our branch sales team, responsible for driving business growth and delivering exceptional customer experiences.Key Responsibilities:Establish and deepen relationships with existing customers, as well as those referred by branch partners, to meet and exceed...
-
Financial Services Professional
2 weeks ago
Vaudreuil-Dorion, Quebec, Canada Scotiabank Full timeAbout the RoleAs a Financial Advisor, Investment & Retirement Planning, you will be a key member of our branch sales team, responsible for driving business growth and delivering exceptional customer experiences.Key Responsibilities:Establish and deepen relationships with existing customers, as well as those referred by branch partners, to meet and exceed...
-
Financial Services Associate
3 months ago
Vaudreuil-Dorion, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Advisor
3 months ago
Vaudreuil-Dorion, Canada Scotiabank Full timeRequisition ID: 179712 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide...
-
Personal Banking Specialist, Investment
3 months ago
Vaudreuil-Dorion, Canada Scotiabank Full timeRequisition ID: 187673 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an Investment & Personal Banking Specialist, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding...
-
Beauty Advisor
3 months ago
Vaudreuil-Dorion, Canada Sephora Full time**Job ID**: 239947 **Location**: QC-Vaudreuil (0882) **Address**: 3120 Boulevard de la Gare Unit 154, Vaudreuil-Dorion, QC J7V 0J5, Canada (CA) **Hourly/Salaried**: Hourly (Non-Exempt) **Full Time/Part Time**: Part Time **Position Type**: Regular **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut...
-
Conseiller en Solutions Financières
4 weeks ago
Vaudreuil-Dorion, Quebec, Canada CIBC Full timeJob Title: Financial Solutions AdvisorAre you dedicated to fostering connections and assisting clients in reaching their financial aspirations? Become a part of our vibrant team at CIBC, where we encourage our employees to make a significant impact and appreciate their contributions. As a Financial Solutions Advisor, you will collaborate closely with...
-
Conseiller en Solutions Financières
4 weeks ago
Vaudreuil-Dorion, Quebec, Canada CIBC Full timeJob Title: Financial Solutions AdvisorAre you dedicated to fostering connections and assisting clients in reaching their financial aspirations? Become a part of our vibrant team at CIBC, where we empower our staff to make a significant impact and appreciate their contributions. As a Financial Solutions Advisor, you will collaborate closely with individual...
-
Financial Services Representative
4 months ago
Vaudreuil-Dorion, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Representative
3 months ago
Vaudreuil-Dorion, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...