Financial Planner, Branch Network
Job in
Montreal, Montréal, Province de Québec, Canada
Listing for:
Scotiabank
Full Time
position
Listed on 2026-03-04
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales, Banking & Finance
-
Sales
Financial Sales, Banking & Finance
Job Description & How to Apply Below
Location: MontrealIs this role right for you?
In this role, you will:
Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and retirement planning to customersBe results-driven by taking a proactive approach to discovering our customers’ needs, listening to understand what they are looking forConduct comprehensive reviews for assigned customers including retirement planning, wealth accumulation and estate planning utilizing financial planning skills to create customized financial strategies and solutionsBe highly engaged, educating customers, providing relevant insights and expert adviceDemonstrate a collaborative approach when dealing with peers, customers, and partnersBuild relationships, focusing on providing a great client experience and growing long-standing relationships with existing customersDo you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:
Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent)A minimum three years experience of financial planning and investment sales experienceDemonstrated sales management experience and the ability to market ScotiabankAbility to cultivate strong relationships with customers, peers and partnersWhat’s in it for you?
A competitive compensation and benefits package tailored for the Investment & Personal Banking Specialist, Investment & Retirement Planning roleAbility to make a lasting impact on an assigned book of customersAn inclusive culture where we value and recognize our employees’ contributionsAn organization committed to making a difference in our communities – for you and your customers
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