New Job Financial Planner/Investment Specialist - Laval & North In Quebec

Financial Planner/Investment Specialist - Laval & North
Financial Planner/Investment Specialist - Laval & North

Financial Planner/Investment Specialist - Laval & North

Company : Scotiabank
Salary : Details not provided
Location : Quebec

Full Description

Requisition ID: 148346

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships. You know how to leverage your external networks and centres of influence and welcome the freedom to grow your own practice. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.

You also excel at building new relationships and enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and your clients. Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall.

Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements as well as establishing business development opportunities with prospects and clients within the assigned market area.

Is this role right for you? In this role, you will:

Support and sustain the development and growth of a private investment business within assigned market segments: 1.

  • Business Development
    : Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
  • Client-Centric: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
  • Community Involvement: Participating actively in local professional and community events and associations to develop and expand your network. Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities.

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

  • 3 years of experience in the field.? financial planning and investment sales.
  • As a certified mutual fund expert, you hold the certification. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • Have you been working toward obtaining a financial planning job?. You have completed the education requirements towards a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation or Institut québécois de planification financière (IQPF for Quebec residents) designation.
  • Enhanced networking, client acquisition, and interpersonal skills; extensive experience in developing and upholding Centers of Influence (COIs) across various industries.
  • Your focus on success and your entrepreneurial spirit are what drives you.. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
  • Dedicated knowledge of competitive offers, market dynamics, economic development, and regulatory frameworks.
  • A licence and the ability to drive, to meet clients and prospects within the designated area.'

What’s in it for you?

  • An entrepreneurial mindset that allows you to develop your career path.'
  • It offers a fast-paced, flexible work environment where you can set your own time and meet your client's needs when it suits you.
  • A plan in place that encourages the growth and retention of your client base.
  • Access to cutting-edge tools for your development, including marketing guidance, advanced mobile technology, leading CRM solutions, portfolio management, and financial planning software.
  • a strong commitment of quality advice and service to building long term relationships with our customers).
  • Perfection in providing a positive client experience without the need to visit the branch.
  • A collaboration with our branches and access to Scotia Global Asset Management to provide a superior client experience.
  • An inclusive, respectful work environment."

Other Information

Note that this role is for a base salary, with variable pay; the position will require frequent travel. Please do something special?

“Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English because they will serve and English-speaking clientele.”

Location(s): Canada : Quebec : Montreal || Canada : Quebec : Laval || Canada : Quebec : Montreal-nord

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, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.