Financial planner – Drummondville
Scotiabank based in Drummondville, QC is inviting applications from suitable candidates for the position of Financial planner. Scotiabank is a major financial institution that offers a diverse range of banking services. It provides personal and commercial banking, wealth management, and investment solutions to millions of customers. It focuses on innovation and digital banking to enhance customer experiences. The bank is dedicated to building long-term relationships and maintains a robust risk management framework. Its commitment to corporate social responsibility also supports community initiatives and sustainable development. The candidates selected for the vacancy will be required to start the work as soon as possible.
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Job Description:
Employer Name: Scotiabank
Position: Financial planner – Drummondville
No of Vacancies: 3
Salary: Salary is not mentioned, $40.00 – $45.00 hourly estimated salary
Employment Type: Full time
Location: Drummondville, QC, CA
Requisition ID: 208738
Requirements:
Languages: Candidates must have knowledge of the English and French Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate or equivalent experience
Experience: Candidates should have experience in financial planning and investment sales
Physical Requirements:
- The candidates should be able to work independently as a self-motivated entrepreneur with minimal supervision
Other Requirements:
- The candidates should have successfully completed (or be working towards) the IQPF designation within Quebec
- The candidates should be an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course)
- The candidates should be knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment
- The candidates should be bilingual in French and English to effectively serve English and French-speaking clientele
Responsibilities:
- The candidates should be able to conduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills and tools
- The candidates should be able to exhibit a natural curiosity to uncover and address client needs while delivering trusted financial advice regarding investments and retirement planning
- The candidates should be able to demonstrate self-motivation and a goal-oriented mindset when identifying clients’ needs to craft personalized financial strategies and solution
- The candidates should be able to foster strong engagement by educating clients, offering insights, and delivering expert advice
- The candidates should be able to exercise a collaborative approach when dealing with peers, clients, and partners
- The candidates should be able to build relationships by focusing on providing a great client experience and growing long-standing relationships with existing clients
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through the below-mentioned details.
We thank all the applicants for showing their interest and trust in us, however, only the most eligible candidates will be selected and conducted for further procedure directly from employers, in between no charges/fees or original documents will be asked from any applicant. All the best!