Financial planner Jobs in Brossard, QC
Financial Planner, Cavendish
ScotiabankMontreal-ouest, QC, CA
Financial Planner Relationship
RBC - Royal BankBrossard, QC- Promoted
Financial analyst
Randstad CanadaMontréal, Quebec, CA
Maintenance Planner
HolcimSt-Constant, Quebec, CA, J5A 2G4
Senior Planner
BechtelMontreal, QC, CA
Financial Planner
BMOBMO,CoteDesNeiges&QueenMary,M- Promoted
Project Planner
CAEMontreal
Strategic Planner
OgilvyMontreal , Canada){kind=logo}
Financial Planner - Montreal
The Toronto-Dominion Bank (Canada)Montréal, Québec
Internship Program-Financial Planner
IG Wealth ManagementMontréal, Quebec, Canada- Promoted
Maintenance Planner
freelance.caSaint-Constant, Canada
Media Planner
Spark FoundryMontréal, QC, CA
Financial Planner Relationship
0000050007 Royal Bank of CanadaCanada,Quebec,ROYAL,MONT
Financial Planner Relationship
Royal Bank of CanadaLONGUEUIL, Quebec, Canada- Promoted
Process Planner
CyientMontreal, QC, Canada
Production Planner
Services de Gestion Quantum LtéeCôte-des-Neiges-Notre-Dame-de-Grâce, Quebec, Canada- Promoted
Production planner (AF)
Totem recruteur de talentMontréal, Québec, Canada
Financial Planner
NBCLa Prairie, Quebec- Promoted
- New!
Financial Planner
National BankMontreal, QC, Canada
Financial Planner Relationship
Royal Bank of Canada>MONTRÉAL, CanadaFinancial Planner, Cavendish
ScotiabankMontreal-ouest, QC, CARequisition ID : 209332
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
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. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.
Following a comprehensive financial planning framework, you will be focused on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area.
Promote the development and sustainable growth of proprietary investment business in the assigned market area by :
- Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.
- Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
- Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
- Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
- Exercising a collaborative approach when dealing with peers, clients, and partners.
- Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have :
What’s in it for you?
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-ouest
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.