Conseiller financier, investissements et planification de la retraite

Responsibilities

• Manage a client portfolio to meet sales targets for deposits and negotiated investments
• Conduct thorough client reviews, including retirement, wealth, and estate planning
• Provide expert financial advice by identifying and responding to unique client needs
• Build long-term client relationships through exceptional service and financial education
• Utilize advanced technological tools to streamline processes and enhance client interactions
• Maintain a balance between client satisfaction and business growth objectives

Requirements

• Successful completion of the IQPF / IPF designation or a bank-recognized equivalent
• Valid Mutual Fund Representative certification (completion of Canadian Investment Funds course or equivalent)
• Proficiency in both French and English to collaborate with national teams and diverse clients
• Strong knowledge of market trends, economic conditions, and the regulatory environment

Preferred Qualifications

• Proven experience in financial planning and investment sales

Benefits

• Competitive compensation program
• Inclusive and supportive work environment that promotes work-life balance
• Relocation support available (subject to approval)
• Competitive incentives designed to reward high performance

About the Company

Banque Scotia is a leader in the Canadian banking sector and a major provider of financial services across the Americas. We are committed to helping our clients, their families, and their communities succeed by offering a wide range of products, including personal, business, and wealth management services.