Overview
Financial Advisor, Investment & Retirement Planning- La Tour- Montreal, QC Jobs in Montréal – Quebec at Scotiabank
Title: Financial Advisor, Investment & Retirement Planning- La Tour- Montreal, QC
Company: Scotiabank
Location: Montréal – Quebec
Category: Finance & Banking
Requisition
Join a
purpose driven
winning team, committed to results, in an
inclusive
and high-performing culture.
About the role
As a Financial Advisor, Investment &
Retirement Planning
you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers. Your primary role is to establish/deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners.
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 the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
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
What’s in it for you?
A competitive compensation and
benefits package
tailored for the Financial Advisor, Retirement and Investment 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
Conformément à l’évaluation des besoins linguistiques effectuée par la Banque Scotia, le candidat retenu doit pouvoir comm uniquer en anglais et en français car il se peut qu’il serve une clientèle anglophone
Location(s):
Canada :
Quebec :
Montreal
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, …
