Planificateur financier, Ville de Québec
Scotiabank based in Blainville, QC is inviting applications from suitable candidates for the position of Planificateur financier. Scotiabank is a major financial institution offering a wide range of banking and financial services. It provides personal and business banking solutions, including loans, mortgages, credit cards, and investment options. Scotiabank utilizes an extensive branch network and digital platforms to serve millions of customers. The bank is committed to customer satisfaction and actively supports financial literacy and economic growth in its communities. Scotiabank remains a key player in the global banking market. 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: Planificateur financier, Ville de Québec
No of Vacancies: 2
Salary: Salary is not mentioned, $18.00 – $22.00 hourly estimated salary
Employment Type: Full time
Location: Blainville, QC
Requisition ID: 201255
Requirements:
Languages: Candidates must have knowledge of the French and English 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 goal-oriented and enterprising, capable of working independently as motivated entrepreneurs with minimal supervision and as part of a larger team
Other Requirements:
- The candidates should be working towards or have successfully obtained the title of Personal Financial Planner (IQPF) in Quebec
- The candidates should be certified mutual fund professionals with current accreditation and in good standing with the MFDA (Investment Funds in Canada or Canadian Securities Course) licensing requirements
- The candidates should possess knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment
- The candidates should be bilingual in French and English, as they will serve both English and French speaking clients in accordance with Scotiabank’s language needs assessment
Responsibilities:
- The candidates should be able to conduct in-depth reviews for assigned clients, including retirement planning, wealth management, and estate planning, using financial planning skills and tools to support clients’ financial goals
- The candidates should be able to exhibit a natural curiosity to discover and meet client needs, providing reliable financial advice regarding investments and retirement planning
- The candidates should be able to work autonomously and be performance-driven in uncovering client needs, actively listening to understand what clients are looking for, and developing personalized financial strategies and solutions
- The candidates should be able to engage clients effectively, educating them while providing relevant information and expert advice
- The candidates should be able to demonstrate a collaborative approach in building relationships with peers, clients, and partners
- The candidates should be able to focus on delivering an exceptional customer experience while developing long-term relationships with existing customers
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!