Elevate your career as a Financial Advisor focused on investment and retirement planning. Build lasting client relationships while leveraging technology to deliver tailored financial strategies for diverse needs.

This role is pivotal in meeting deposit and investment sales goals within a branch sales team. You will conduct in-depth reviews, provide trusted financial advice, and engage clients to support their financial ambitions. A robust emphasis on wealth accumulation, estate planning, and personalized strategies is essential for success in this position.

Key Responsibilities

- Conduct comprehensive reviews on clients' retirement and investment plans
- Offer tailored financial advice based on client needs
- Foster long-standing client relationships for sustainable growth




- Leverage technology to enhance interactions and streamline planning
- Achieve sales targets while maintaining client satisfaction

Requirements:
- Prior experience in financial planning and investment sales
- Completion of IPF (IQPF) or equivalent financial designation
- Certification as a Mutual Funds Representative
- Knowledge of market trends and regulatory landscape
- Team-oriented and highly motivated attitude

Leverage your expertise to build strong client relationships and craft impactful financial strategies, driving success in investment and retirement planning.

📌 Dynamic Financial Advisor for Investment and Retirement Strategies (Montreal)
🏢 Scotiabank
📍 Montreal