Personal Banking Specialist, Investment & Retirement Planning - Lachenaie, Terrebonne, Quebec
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What you'll do
- 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.
- Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
- Leveraging advanced technology tools to enhance client interactions and streamline financial planning processes.
- Focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth.
What they're looking for
- Successfully completed the IPF (IQPF) designation or bank recognized equivalent.
- Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank-recognized equivalent.
- Thrive in a collaborative, results-driven team culture where your contributions are recognized and rewarded.
- Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
- Bilinguism in French and English.
Nice to have
- Experience in financial planning and investment sales is preferred.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Requisition ID: 273937
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
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:
- 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.
- Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
- Leveraging advanced technology tools to enhance client interactions and streamline financial planning processes.
- Focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth.
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 the IPF (IQPF) designation or bank recognized equivalent.
- Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank-recognized equivalent.
- Thrive in a collaborative, results-driven team culture where your contributions are recognized and rewarded.
- Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
- Bilinguism in French and English.
What’s in it for you?
- Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.
- An inclusive culture that values and recognizes contributions, and a commitment to making a difference in our communities.
- A supportive work environment that promotes work-life balance.
- Benefit from relocation support (upon approval) and enjoy competitive incentives designed to set you up for success in this role.
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
Location(s): Canada : Quebec : Lachenaie
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.
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