Step into a Senior Financial Advisor role focused on Investment Strategies. Shape client success through strategic financial planning and relationship building in a supportive setting. In this pivotal role, you’ll contribute to branch sales goals by effectively managing a portfolio.

Focus on deepening relationships, conducting thorough financial assessments, and providing tailored investment advice based on client needs. Your proactive approach and financial planning skills will be crucial to ensuring sustainable growth. Key Responsibilities:
Drive portfolio management and investment strategies
Conduct personalized retirement and estate planning reviews
Build robust, trust-based client relationships




Deliver financial insights and advice consistently
Meet and exceed sales and satisfaction targets Requirements:
Experience in financial planning and investment sales
IPF (IQPF) designation or equivalent certification
Good standing as a Mutual Funds Representative
Strong knowledge of regulatory workplace and market conditions
Motivated to work collaboratively within a results-driven team Leverage your expertise to empower clients with informed investment decisions and guide them toward achieving their financial goals.

📌 Senior Financial Advisor, Investment Strategies Montreal
🏢 Scotiabank
📍 Montreal