Requisition ID : 201249
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 :
- Experience in financial planning and investment sales is preferred.
- 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).
- You're able 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. 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 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, Decarie and Ferrier Branch
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 capit...
Financial Planner, Decarie and Ferrier Branch
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. Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing fina...
Financial Planner, Investment and Retirement Planning
As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, i...
Investment & Personal Banking Specialist - Decarie & Ferrier, Montreal, QC
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 capit...
Financial Planner, Investment and Retirement Planning
As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, i...
Financial Planner, Prince Arthur Branch
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. Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing fina...
Virtual Financial Planner (Bilingual, French and English)
Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Virtual Financial Planner can offer you all that and much more. Probes to understand customer personal investment and banking needs and inte...
Associé(e) à l'expérience client - Decarie & Ferrier, Montreal, Qc ( 30 heures/semaine )
Numéro de la demande: 205688 . Les candidats doivent postuler directement en ligne. Nous remercions tous les candidats de leur intérêt pour la Banque Scotia; cependant, nous communiquerons uniquement avec les personnes retenues pour une entrevue. ...
Financial Planner, Investment and Retirement Planning
As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, i...
Customer Experience Associate- Decarie & Ferrier, Montreal, Qc (30h/week)
Have strong technical skills and the ability to promote digital and self-service banking options to our customers. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development. Build strong ...