Unlock Your Potential as a Financial Planner – Apply Now!
Scotiabank based in Gatineau, QC is inviting applications from suitable candidates for the position of Planificateur financier. Scotiabank is a leading financial institution offering personal and commercial banking, wealth management, and insurance services. It provides tailored financial products to meet diverse customer needs. The bank operates globally, with a strong presence in Latin America and the Caribbean. Scotiabank is recognized for its digital banking solutions and commitment to sustainability. The candidates selected for the vacancy will be required to start the work as soon as possible.
Also hiring: Apartment building caretaker
Job Description:
Employer Name: Scotiabank
Position: Planificateur financier/ Financial Planner
No of Vacancies: 3
Salary: Salary is not mentioned, $25.00 – $30.00 hourly estimated salary
Employment Type: Full time
Location: Gatineau, QC, CA
Requisition ID: 212391
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 considerable experience in the relevant field
Other Requirements:
- The candidates should have experience in financial planning and investment sales, with preference given to those with related experience
- The candidates should be working towards or have successfully obtained the title of Personal Financial Planner (IQPF) in Quebec
- The candidates should be a certified mutual fund professional with current accreditation in good standing with the MFDA (Investment Funds in Canada or Canadian Securities Course) licensing requirements
- The candidates should be goal-oriented, enterprising, and capable of working independently as a motivated entrepreneur while also being part of a larger team
- The candidates should have knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment
- The candidates should be bilingual in French and English, able to communicate fluently in both languages to serve English and French-speaking clients
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 provide reliable financial advice to clients regarding their investments and retirement planning, demonstrating a natural curiosity to discover and meet client
- The candidates should be able to work autonomously and be performance-driven in uncovering clients’ needs, listening to understand their goals, and delivering personalized financial strategies and solutions
- The candidates should be able to engage with clients effectively, educating them with relevant information and expert advice
- The candidates should be able to demonstrate a collaborative approach in relationships with peers, clients, and partners
- The candidates should be able to build long-term relationships with existing customers, focusing on delivering exceptional customer experiences
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.