Overview
Financial Planner – Plaza Langelier Branch Jobs in Montréal-Est, Quebec, Canada at Scotiabank
Location: Montréal-Est
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.
Title: Financial Planner – Plaza Langelier Branch
Company: Scotiabank
Location: Montréal-Est, Quebec, Canada
Category: Finance & Banking (Financial Consultant, Financial Sales, Banking & Finance), Sales (Financial Sales, Banking & Finance)
