Financial Advisor, Investment & Retirement - Scotiabank, Montreal

AI Summary

Scotiabank is hiring a Financial Advisor, Investment and Retirement Planning (FAIR) in Montreal, Quebec. This role focuses on managing assigned client portfolios, deepening investment relationships, and providing trusted financial advice.

Key responsibilities include conducting in-depth financial reviews for clients, especially for retirement planning and wealth accumulation. Successful candidates will ideally have experience in financial planning and investment sales, along with relevant certifications like IPF (IQPF) or equivalent.

About the Opportunity

Join Scotiabank's dynamic team in Montreal as a Financial Advisor, Investment and Retirement Planning, where you will play a pivotal role in our inclusive and high-performing culture. This position, internally known as FAIR, involves contributing to the branch sales team’s overall success by meeting or exceeding negotiated deposit and investment sales goals. Your primary responsibility will be to establish and deepen robust investment and primary banking relationships with your assigned portfolio of clients, as well as those referred by our dedicated branch partners.

You will promote the sustainable growth of proprietary investment business within your assigned market area. This involves conducting thorough financial reviews for clients, encompassing critical areas such as retirement planning, wealth accumulation, and estate planning. Utilising advanced financial planning skills and tools, you will support our clients' financial goals, demonstrating a natural curiosity to uncover and solve their unique financial needs. Delivering trusted financial advice to clients regarding their investments and retirement planning is central to this role, ensuring a great client experience and fostering long-standing relationships.

What You'll Bring

To excel in this Financial Advisor role at Scotiabank, candidates should ideally possess experience in financial planning and investment sales. A crucial requirement is the successful completion of the IPF (IQPF) designation or a bank-recognized equivalent, alongside certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or a bank-recognized equivalent. The ideal candidate thrives in a collaborative, results-driven team culture where individual contributions are recognized and rewarded.

You will demonstrate self-motivation and a goal-oriented mindset when identifying our clients' needs, crafting personalized financial strategies and solutions. A strong understanding of competitive offerings, market trends, economic conditions, and the regulatory environment is also highly valued. Furthermore, the ability to foster strong engagement, educate clients, offer insightful perspectives, and deliver expert financial advice is paramount. You will leverage advanced technology tools to enhance client interactions and streamline financial planning processes, focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth. Given the location, proficiency in both French and English is required, as the work involves regular interaction with English-speaking groups, individuals, and clients.

Why Scotiabank

Joining Scotiabank means becoming part of a purpose-driven winning team, committed to results within an inclusive and high-performing culture. As a Financial Advisor, Investment and Retirement Planning, you will benefit from a competitive compensation and benefits package, along with the unique ability to make a lasting impact on an assigned book of customers. Scotiabank is dedicated to fostering an inclusive culture that values and recognizes every individual's contributions, demonstrating a strong commitment to making a difference in our communities.

We provide a supportive work environment that actively promotes work-life balance, allowing our employees to thrive both professionally and personally. While this role focuses on financial planning for our clients, Scotiabank also offers relocation support upon approval and competitive incentives designed to set you up for success, reinforcing our commitment to your professional development and overall well-being within our vibrant culture.