Financial planner, Québec city
Scotiabank based in QC is inviting applications from suitable candidates for the position of Financial planner. Scotiabank is one of leading financial institutions, with a global presence. It offers a wide range of services including personal and commercial banking, wealth management, and investment banking. Known for its customer-focused approach, Scotiabank emphasizes innovation and community involvement. It functions as a key player in the financial market by continuously enhancing its services and expanding its global reach. The candidates selected for the vacancy will be required to start the work as soon as possible.
Also hiring: System Administrator
Job Description:
Employer Name: Scotiabank
Position: Financial planner, Québec city
No of Vacancies: 2
Salary: Salary is not mentioned, $40.00 – $45.00 hourly estimated salary
Employment Type: Full time
Location: Québec, QC
Requisition ID: 201255
Requirements:
Languages: Candidates must have knowledge of the French and English Language
Education: Candidates should have completion of the IQPF designation within Quebec
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 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, as they will 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 to support clients’ financial goals
- The candidates should be able to exhibit a natural curiosity to uncover and solve clients’ needs, delivering trusted financial advice regarding their 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 solutions
- The candidates should be able to foster strong engagement, educate clients, offer insights, and deliver 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, focus on providing a great client experience, and grow 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!