About the role
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients.
Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.
Promote the development and sustainable growth of proprietary investment business in the assigned market area by:
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?
Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division. If you are interested in learning more about this role, please review our “Financial Planner, Scotia Financial Planning” postings.
In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.
#financialplanner
Personal Banking Specialist, Investment & Retirement Planning - Dollard-des-Ormeaux, Quebec • Montreal, QC, CA
Pay at Intact is about much more than just salary.Multiple benefits offered to support.Wellness account and much more.Share plan & other savings: up to.Employee Share Purchase Plan (ESPP) – with In... Show more
A global personal development company is seeking independent partners to start their own online businesses.This role offers flexibility to work full or part time, with all training and mentorship p... Show more
A leading bank in Canada seeks a Financial Advisor for their investment and retirement planning teams.The role focuses on building and maintaining relationships with clients to meet financial goals... Show more
Elevate your career as an Investment Banking Analyst in Montreal, QC with Scotiabank.Dive into transactions and sharpen your financial analytical skills.This analyst position is pivotal within Scot... Show more
Assist clients with financial planning and wealth growth, providing tailored advice. Show more
Senior Personal Banker – Home Borrowing - Lasalle (Full-time, 37.Passer au contenu principalNous et certains tiers sélectionnés utilisons des technologies et des outils de suivi (témoins) pour recu... Show more
At TD Canada Trust, we are the frontline of TD Bank.We strive to build deep and long‑lasting relationships with our customers by performing a broad range of customer service transactions and provid... Show more
The Personal Banker delivers exceptional service to customers, providing financial advice and guidance, while identifying and addressing their financial needs. Show more
Seeking recent graduates for a rewarding banking career, focusing on customer service, financial advice, and digital banking solutions within BMO branches. Show more
A leading bank in Canada seeks a Banking Advisor for its branch in Châteauguay.The role involves providing personalized banking solutions, resolving client needs, and adhering to compliance rules.I... Show more
Talent Engagement Specialist @ hackajob | Bringing great people together with great companies.IB / PE Professionals — Flexible, Paid Work on Cutting-Edge AI (Spare-Time).We're bringing on experienc... Show more
This role is responsible for understanding and promoting HP's Personal Systems, Software and Service Solutions using sales techniques to engage with clients and develop strong professional relation... Show more
Advising customers on financial solutions, providing advice, and building customer relationships. Show more
Join BMO – imagine the possibilities.BMO® Mortgage Specialists help customers achieve the dream of home ownership by providing expert mortgage guidance and support.The role involves building relati... Show more
A leader in financial services seeks an Agent in Montreal to develop new business in assigned areas.The role requires a Bachelor’s degree and 3-5 years' experience in B2B sales.You will utilize con... Show more
Be among the first 25 applicants.Direct message the job poster from AimHire.Senior Recruiter & Somatic Leadership Mentor| Staffing & Recruiting l Temporary Staffing l Temp-to-Hire l Direct Hire Ser... Show more
Transform financial modeling at Mercor as a Contract Investment Banking Expert working remotely.Your extensive knowledge will refine AI-generated outputs and improve data quality across research te... Show more
Spécialiste, Règlements de titres à revenu fixe.Une présence au bureau est requise au minimum 3 jours par semaine, dont l’un doit être le lundi et/ou le vendredi.Notre client, situé à Montréal, est... Show more
Location: Montreal, QC H3C 1A3.Bilingualism: French and English required.A career as an Account Manager, Service Delivery at , is a job where your ability to work in synergy with your colleagues an... Show more
The Personal Banker provides financial advice, promotes products, and builds customer relationships.They assist with banking solutions, portfolio updates, and ensure customer satisfaction. Show more
