Enhance your career as a Financial Planner at Scotiabank in Saint-Jérôme, Quebec, focusing on investment and retirement strategies. Thrive in a supportive, results-driven workplace.

This Financial

Advisor role is crucial to the retail branch team, where the focus is on constructing and managing an investment portfolio. You will conduct financial reviews and create personalized strategies that address client needs, delivering quality service and trusted advice. Building long-standing relationships is key to fostering client success. Key Responsibilities:
Develop investment business and client relationships
Conduct in-depth financial and estate planning reviews
Deliver personalized investment advice tailored to client goals
Educate clients to enhance their financial literacy
Utilize advanced tools for client planning efficiency Requirements:
Prior experience in financial planning and investment sales preferred
Successful completion of the IPF or recognized equivalent
Certification as a Mutual Funds Representative
Fluent in both French and English
Knowledgeable in market trends and regulations Join Scotiabank to make a lasting impact in clients' financial journeys while advancing your skilled growth.

📌 Investment Focused Financial Planner Scotiabank Laval
🏢 Scotiabank
📍 Laval