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financial planner
Title posted on CareerBeacon - Financial Planner, Chabanel, Montreal
Posted on December 14, 2024 by Employer details Scotiabank
Job details
Requisition ID: 201237Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 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 French because they will serve and English-speaking clientele. Location(s): Canada : Quebec : Montreal 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, onl- LocationMontréal, QC
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #2076634
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