Overview of salaries statistics of the profession "Investment Financial Planner in "

Job SummaryJob DescriptionWhat is the opportunity?As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business development, opportunity spotting and revenue generation.What will you do?Prepare comprehensive financial plans that meet clients specific needs in the areas of financial, investment, retirement, tax, risk management and estate planning.Personalize each financial plan to provide expert knowledge around issues affecting clients, such as: holding companies, employee stock options, individual pension plans, retirement compensation agreements, gift and charitable planning, etc.Simplify complex strategies to assist advisors.Work collaboratively with the Financial Planning Analyst team in the preparation of financial plans.Promote and support a work environment that inspires innovation, creativity, collaboration and diversity.Develop strong internal and external networks and referral sources.What do you need to succeed?Must-haveFive years experience with tax planning for high net worth clients.Five years of relevant experience in all aspects of financial planning.One or more of the following professional designations in Accounting: CA/CMA/CGA/CPAEffective communication skills both oral and written.Strong analytical and judgment skills.Microsoft Office and financial planning software such as Conquest or Naviplan.Ability to work both as part of a team and independently.Nice-to-haveInvestment and insurance industry knowledge are also strong assets.Certified Financial Planners (CFP) designation (Financial Planner (F. Pl.) designation for Quebec).Whats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableA world-class training program in financial servicesWork in a dynamic, collaborative, progressive, and high-performing teamAbility to make a difference and lasting impactEVP3P3Job SkillsCash Management, Competitive Markets, Consulting, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-OrientedAdditional Job DetailsAddress:1 PLACE VILLE MARIE:MONTRALCity:MONTRALCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-02-09Application Deadline:2024-04-01Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.What will you do?Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutionsActively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targetsCultivate relationships with service partners and local markets to optimize business opportunities and referralsManage a book of 350 clientsWhat do you need to succeed?Must-haveFinancial Planning Designation (IQPF)Mutual Funds License (IFIC or CSC)Minimum 3 years experience in financial planningProven networking and client acquisition skillsAbility to develop a strong referral networkThis role requires fluency in both French and English in order to serve RBCs French and English-speaking customers in this marketWhat are the advantages for you?We strive to meet the challenge of being our best mind, a progressive mindset to continue to grow and work together to provide trusted advice to help our clients thrive and thrive in communities. We care about each other, realize our potential, make a difference for our communities and achieve mutual success.Network and develop lasting relationships with students from diverse backgrounds across CanadaParticipate in fun events and gamification challenges to help you build your career toolkit while enjoying a work-life balance.Leaders who support your development with coaching and learning opportunitiesWork in a dynamic, collaborative, progressive and high-performance teamAbility to make a difference and lasting impactEnjoy a comfortable work environment with the ability to dress casuallyJob SkillsBusiness Development, Client Centricity, Communication, Long Term PlanningAdditional Job DetailsAddress:8600 BOUL NEWMAN:MONTRALCity:MONTRALCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:RegularPay Type:SalariedPosted Date:2024-03-23Application Deadline:Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the teams wealth management strategy for clients is the main focus of this role.What will you do?Support advisory team and clients through the wealth management process by gathering relevant information, documents, and questionnairesPrepare wealth and financial projections using wealth management and financial advice tools to provide a holistic view of client goals, priorities, and opportunitiesCoordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, and follow upLiaise with branch management team for updates on and progress with wealth management initiativesCoordinate meetings and events with clients and prospects: help determine agenda and key topics, prepare documentation, and execute post-meeting workProvide proactive and high-end client service on the phone and in person, respond to client inquiriesIdentify opportunities for new business as well as among existing client base for asset consolidation or referralsWhat do you need to succeed?Must-have5 years of professional experience in the investment industryRegistered Representative (RR) license with IIROC (i.e., CSC, CPH, and WME)Financial planner diploma granted by the Institute of Financial PlanningBilingualism (English and French) required to serve our clients in the community with English-speaking needsAdvanced proficiency in Microsoft 365 appsUniversity degreeMeticulous attention to detail and strong problem solving and analytical skillsWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to building close relationships with clientsJob SkillsAdditional Job DetailsAddress:1 PLACE VILLE MARIE:MONTRALCity:MONTRALCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-04-04Application Deadline:2024-06-02Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionBilingual Associate Investment Counsellor (AIC), Montreal We are seeking a highly professional individual to assist an Investment Counsellor (IC) based in Montreal in maintaining and growing existing client relationships and actively participating in various initiatives aimed at continuously improving customer satisfaction and engagement. Serving high net worth clients in French and English, the Associate Investment Counsellor AIC will be their primary point of contact for all administrative matters pertaining to their accounts. Bilingual Associate Investment Counsellor AIC, MontrealManulife Private Wealth (“MPW”) delivers exceptional investment counselling services and discretionary portfolio management to high-net-worth clients. At MPW, we believe fresh thinking, open architecture solutions and a global approach should be an integral part of evert Canadian’s financial plan and future. We need people with the skills, energy, and drive to help us continue to service our growing client base. With our head office located in Toronto and offices in Montreal, Calgary and Vancouver, Manulife Private Wealth offers an opportunity to work with a team that values new ideas, and fresh approaches and is committed to developing innovative solutions that will shape the future of our business. As an integral member of Manulife Private Wealth Support, the Associate Investment Counsellor (AIC) will work with an experienced Investment Counsellor (IC) to construct customized investment strategies for high-net-worth (HNW) individuals, trusts and charitable foundations. The AIC will be responsible for assisting the IC in implementing the strategy and managing and monitoring the client portfolios on an ongoing basis. Under the supervision and mentorship of the IC, the AIC will actively manage smaller client relationships while nurturing larger client relationships and facilitate the closure of share of wallet opportunities in the investment portfolio to enable growth of the senior IC’s portfolio. The ultimate purpose of this role is for the AIC to support the IC managing and growing AUM and relationships of direct clients to enable growth of their personal client base through lead opportunities. Main responsibilitiesPerform various day-to-day administrative tasks, demonstrating a commitment to exceptional client service and contribution to team goals.Regularly liaise with custodian and with other departments with regards to various client matters, establishing a strong collaborative relationship and sharing useful ideas to enhance client servicing.Complete account opening documentation and efficiently manage the client onboarding process, ensuring a smooth transition and positive first impression for the client.Coordinate the investment counsellor’s meetings with existing or prospective clients and prepare all required presentation material in a timely manner. This includes the creation of financial plans in partnership with IC, focusing on proactive and effective client service support.Construct custom reporting and portfolio strategies for quarterly reviews or as required, demonstrating a positive client-centric and collaborative communication approach.Under the supervision of the investment counsellor, deliver client advice and recommend portfolio strategies including training based on client IPS, contributing to strategy initiatives.Answer various email and telephone queries from clients and prospective clients, as well as their accountants or consultants, including:Instructions for contributions, withdrawals or transfersRequests for statement or portfolio reportsTax related questionsRequest for new account openingsGeneral questions about the firm and our services. All responses should emphasize effective and proactive client service support.Obtain ongoing account documentation from clients and maintain uptodate client files, as per regulatory and compliance requirements.Familiarize yourself with Manulife’s investment approach and stay abreast of the firm’s strategy, ensuring alignment with client service excellence. Experience and QualificationsUniversity degree, preferably in Business or Economics.Chartered Financial Analyst (CFA) designation preferred but will consider candidates who have completed level II of the program.Additional designations such as Certified Financial Planner (CFP) or Trust of Estate Practitioner (TEP) preferred.Minimum of 5 years of professional experience within the investment industry.Minimum of 3 years portfolio management experience, preferably with high-net-worth clients.Superior client relationship management skills.Exceptional written and verbal communication skills (English and French).Ability to communicate with clients about investment, economic, financial and taxation issues.Proficiency with Microsoft Office and ease in learning new IT tools, such as portfolio management systems and client relationship management databases.Ideal candidate qualificationsStrong focus on high-net-worth client service excellence.Excellent organization, multitasking and priority management skills.Resourcefulness, problem-solving skills, and ability to work autonomously.High attention to detail.Team spirit and ability to thrive in a collaborative work.Advanced analytical, problem-solving, and strategic decision-making skills.A desire to learn and grow.Our commitment to YouValues-first cultureWe lead with our Values every day and bring them to life together.Boundless opportunityWe create opportunities to learn and grow at every stage of your career.Continuous innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all stakeholders and has a positive social and environmental impact. The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationMontreal, QuebecSalary range is expected to be between$81,450.00 CAD - $146,610.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.

Application Deadline: 04/26/2024Address:5353 Chemin Queen MaryProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).Supports the achievement of sales and performance targets.Develops and implements a relationship management plan to meet the needs of client.Responds to customer investment requests to fulfill investment product needs aligned with the customer's goals and refers the customer to partners where appropriate.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Executes work to deliver timely, accurate, and efficient service.Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.Builds effective relationships with internal/external stakeholders.Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Bilingualism French and English.CFP designation preferred or one of the following:Personal Financial Planner (PFP) designation,Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),Financial Planning I & II (FP I & II).Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec.Advanced working knowledge of financial industry.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:5Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 05/03/2024Address:2099 boulevard Marcel-LaurinProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).Supports the achievement of sales and performance targets.Develops and implements a relationship management plan to meet the needs of client.Responds to customer investment requests to fulfill investment product needs aligned with the customer's goals and refers the customer to partners where appropriate.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Executes work to deliver timely, accurate, and efficient service.Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.Builds effective relationships with internal/external stakeholders.Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Bilingualism French and English.CFP designation preferred or one of the following:Personal Financial Planner (PFP) designation,Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),Financial Planning I & II (FP I & II).Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec.Advanced working knowledge of financial industry.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:5Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Job SummaryJob DescriptionWhat is the opportunity?As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business development, opportunity spotting and revenue generation.What will you do?Prepare comprehensive financial plans that meet clients specific needs in the areas of financial, investment, retirement, tax, risk management and estate planning.Personalize each financial plan to provide expert knowledge around issues affecting clients, such as: holding companies, employee stock options, individual pension plans, retirement compensation agreements, gift and charitable planning, etc.Simplify complex strategies to assist advisors.Work collaboratively with the Financial Planning Analyst team in the preparation of financial plans.Promote and support a work environment that inspires innovation, creativity, collaboration and diversity.Develop strong internal and external networks and referral sources.What do you need to succeed?Must-haveFive years experience with tax planning for high net worth clients.Five years of relevant experience in all aspects of financial planning.One or more of the following professional designations in Accounting: CA/CMA/CGA/CPAEffective communication skills both oral and written.Strong analytical and judgment skills.Microsoft Office and financial planning software such as Conquest or Naviplan.Ability to work both as part of a team and independently.Nice-to-haveInvestment and insurance industry knowledge are also strong assets.Certified Financial Planners (CFP) designation (Financial Planner (F. Pl.) designation for Quebec).Whats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableA world-class training program in financial servicesWork in a dynamic, collaborative, progressive, and high-performing teamAbility to make a difference and lasting impactJob SkillsAdditional Job DetailsAddress:1 PLACE VILLE MARIE:MONTRALCity:MONTRALCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-04-22Application Deadline:2024-05-20Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Application Deadline: 05/10/2024Address:1501 McGill College AvenueAssesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains long-term client relationships and delivers an exceptional client experience. Identifies and makes referrals to other business groups. Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.Partners with others to develop business relationships with existing clients.Collaborates with internal partners to expand business relationships with existing clients.Schedules and helps prepare client portfolio reviews including setting up client calls, scheduling meetings, preparing reviews and completes all required record keeping.Contacts clients to discuss/update investment objectives and risk tolerance and ensures portfolios are rebalanced as required.Escalates complex or unresolved client situations and complaints.Executes work to deliver timely, accurate, and efficient service. Prepares financial plans for clients to meet common financial goals, e.g., retirement.Provides appropriate advice around what is requested regarding tax efficiency, legal implication, financial impact, and fees involved or engages appropriate partners.Collaborates with internal and external stakeholders to deliver on business objectives.Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.Assists in creating new investment portfolios and identifies changes to be made.Assesses fees, determines overall household fees and coordinates with internal partners as applicable.Manages the efficient and effective running of the support office; trains new team members and branch support staff.Develops business with clients / prospects using proactive selling and marketing techniques (e.g. telemarketing, networking, seminars, community involvement).Explains and executes investment concepts, portfolio construction and management, and other wealth management strategies.Supports branch or team business objectives by identifying opportunities that optimize profitability, increase share of wallet, and improve client loyalty.Identifies gaps, issues, and best practices by monitoring of sales and service performance against plans.Supports the development and execution of the business strategy and business planning activities.Fulfills client sales and service activities in compliance with regulatory requirements.Maintains the confidentiality of client and Bank information.Adheres to internal risk mitigation policies and industry rules/regulations.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Minimum 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.Bilingualism French and English.Financial Planner designation (IQPF)Knowledge of Canadian Securities Course & Conduct and Practices Handbook.Registration as Registered Representative (RR).Complies with mandatory IIROC Continuing Education Program requirements.WME must be completed within 30 months of RR LicenseSpecialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Please note the base salary for this specific position in Montreal is $ 41,600.00 This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:5Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 05/31/2024 Address: 1501 McGill College Avenue Job Family Group: Wealth Sales & Service Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains long-term client relationships and delivers an exceptional client experience. Identifies and makes referrals to other business groups. Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience. Partners with others to develop business relationships with existing clients. Collaborates with internal partners to expand business relationships with existing clients. Schedules and helps prepare client portfolio reviews including setting up client calls, scheduling meetings, preparing reviews and completes all required record keeping. Contacts clients to discuss/update investment objectives and risk tolerance and ensures portfolios are rebalanced as required. Escalates complex or unresolved client situations and complaints. Executes work to deliver timely, accurate, and efficient service. Prepares financial plans for clients to meet common financial goals, e.g., retirement. Provides appropriate advice around what is requested regarding tax efficiency, legal implication, financial impact, and fees involved or engages appropriate partners. Collaborates with internal and external stakeholders to deliver on business objectives. Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards. Assists in creating new investment portfolios and identifies changes to be made. Assesses fees, determines overall household fees and coordinates with internal partners as applicable. Manages the efficient and effective running of the support office; trains new team members and branch support staff. Develops business with clients / prospects using proactive selling and marketing techniques (e.g. telemarketing, networking, seminars, community involvement). Explains and executes investment concepts, portfolio construction and management, and other wealth management strategies. Supports branch or team business objectives by identifying opportunities that optimize profitability, increase share of wallet, and improve client loyalty. Identifies gaps, issues, and best practices by monitoring of sales and service performance against plans. Supports the development and execution of the business strategy and business planning activities. Fulfills client sales and service activities in compliance with regulatory requirements. Maintains the confidentiality of client and Bank information. Adheres to internal risk mitigation policies and industry rules/regulations. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Minimum 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience. Bilingualism French and English. Financial Planner designation (IQPF) Knowledge of Canadian Securities Course & Conduct and Practices Handbook. Registration as Registered Representative (RR). Complies with mandatory IIROC Continuing Education Program requirements. WME must be completed within 30 months of RR License Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Please note the base salary for this specific position in Montreal is $ 41,600.00 This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $41 600,00 - $77 000,00 Pay Type: Salaried & Commission The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Requisition ID: 192141Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and centres of influence with the goal of bringing new customers to the Bank. Is this role right for you? You’re entrepreneurial, driven, and you love that every day is different. You’re willing to work variable hours including weekends and evenings and you’re available to meet clients at times that are convenient for themWhether it’s conducting mortgage seminars or building a marketing program, you enjoy business development and getting out in the communityThis role is 100% commission, which puts your future in your own hands Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if: You have strong sales management experience and have the ability to market yourself, the mortgage business, and Scotiabank effectivelyYou’re a relationship builder who is focused on providing a great client experience and growing relationships with existing Bank customersYou maintain current knowledge of mortgage lending policies and procedures, and understand the real estate market/property values/sales trends/competitor programs to be able to respond appropriately to business requirementYou have 3 to 5 years of industry-related experience and a deep understanding of your local marketYou possess and maintain a driver’s license and have access to personal transportation What’s in it for you? Home Financing Solutions has a boutique feel where you’ll own your market and be fully supported by our Sales Leaders.You’ll be given the tools you need to help your clients with the advice necessary for them to realize their home ownership goals.You’ll have access to an industry-leading suite of mortgage products, including our iconic STEP product. You’ll be able to offer solutions for rental property financing, purchase-plus improvements, and customers who are business-for-self, high-net worth, or new to Canada.Our underwriting model is very different, which means you’ll get to partner with a dedicated Home Financing Lending Manager who will provide one-touch service for underwriting, condition fulfillment, and deal escalation. Our model is efficient, fast, and rooted in common sense lending principles.Unique lead generation programs, marketing and social selling programs, Salesforce CRM and COI loyalty program paid for and supported by the Bank. Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English & French because they will serve English-speaking clientele. Location(s): Canada : Quebec : Montreal-ouest || Canada : Quebec : Montreal || Canada : Quebec : Pointe-claire || Canada : Quebec : Vaudreuil-dorion Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Requisition ID: 188458Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent Downtown Montreal market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships. You know how to leverage your external networks and centers of influence and welcome the freedom to grow your own practice. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals. You also excel at building new relationships and enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and your clients. Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall. Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements as well as establishing business development opportunities with prospects and clients within the assigned market area. Is this role right for you? In this role, you will: Promote the development and sustainable growth of proprietary investment business in the assigned market area by:Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.Client-Centric: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.Community Involvement: Participating actively in local professional and community events and associations to develop and expand your network. Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities. Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have: 3 years of experience in financial planning and investment sales.You’re a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course). You are actively working towards a Financial Planning designation. You have completed the education requirements towards a Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation or Institut québécois de planification financière (IQPF for Quebec residents) designation.Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)You’re goal oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.You are bilingual, French and English, pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English because they will serve and English-speaking clientele What’s in it for you? An entrepreneurial culture with the freedom to develop your career.A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient for them.A compensation structure that rewards growing and maintaining your client base.Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.The ability to build long-lasting client relationships through exceptional advice and service.Ability to provide an excellent client experience without going to the branch.A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.A work culture that promotes diversity, respect, and inclusion. Other InformationPlease note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel. Location(s): Canada : Quebec : Montreal Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Requisition ID: 188747Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships. You know how to leverage your external networks and centers of influence and welcome the freedom to grow your own practice. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals. You also excel at building new relationships and enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and your clients. Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall. Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements as well as establishing business development opportunities with prospects and clients within the assigned market area. Is this role right for you? In this role, you will: Promote the development and sustainable growth of proprietary investment business in the assigned market area by:Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.Client-Centric: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.Community Involvement: Participating actively in local professional and community events and associations to develop and expand your network. Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities. Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have: 3 years of experience in financial planning and investment sales.You’re a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course). You are actively working towards a Financial Planning designation. You have completed the education requirements towards a Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation or Institut québécois de planification financière (IQPF for Quebec residents) designation.Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)You’re goal oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.You are bilingual, French and English, pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English because they will serve and English-speaking clientele What’s in it for you? An entrepreneurial culture with the freedom to develop your career.A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient for them.A compensation structure that rewards growing and maintaining your client base.Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.The ability to build long-lasting client relationships through exceptional advice and service.Ability to provide an excellent client experience without going to the branch.A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.A work culture that promotes diversity, respect, and inclusion. Other InformationPlease note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel. Location(s): Canada : Quebec : Montreal || Canada : Quebec : L'acadie || Canada : Quebec : Mont-royal || Canada : Quebec : Outremont Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Requisition ID: 194485Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and centres of influence with the goal of bringing new customers to the Bank.Is this role right for you? You’re entrepreneurial, driven, and you love that every day is different.You’re willing to work variable hours including weekends and evenings and you’re available to meet clients at times that are convenient for themWhether it’s conducting mortgage seminars or building a marketing program, you enjoy business development and getting out in the communityThis role is 100% commission, which puts your future in your own hands Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if: You have strong sales management experience and have the ability to market yourself, the mortgage business, and Scotiabank effectivelyYou’re a relationship builder who is focused on providing a great client experience and growing relationships with existing Bank customersYou maintain current knowledge of mortgage lending policies and procedures, and understand the real estate market/property values/sales trends/competitor programs to be able to respond appropriately to business requirementsYou have 3 to 5 years of industry-related experience and a deep understanding of your local marketYou possess and maintain a driver’s license and have access to personal transportation What’s in it for you? Home Financing Solutions has a boutique feel where you’ll own your market and be fully supported by our Sales Leaders.You’ll be given the tools you need to help your clients with the advice necessary for them to realize their home ownership goals.You’ll have access to an industry-leading suite of mortgage products, including our iconic STEP product. You’ll be able to offer solutions for rental property financing, purchase-plus improvements, and customers who are business-for-self, high-net worth, or new to Canada.Our underwriting model is very different, which means you’ll get to partner with a dedicated Home Financing Lending Manager who will provide one-touch service for underwriting, condition fulfillment, and deal escalation. Our model is efficient, fast, and rooted in common sense lending principles.Unique lead generation programs, marketing and social selling programs, Salesforce CRM and COI loyalty program paid for and supported by the Bank. Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English & French because they will serve English-speaking clientele. Location(s): Canada : Quebec : Montreal Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

As a financial planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan. Your work will allow you to develop your business relationships, your entrepreneurship, your advisory role and to leverage your leadership. You can join a Bank where you will be recognized and where you can make a positive impact!Your role • Realize personalized financial planning that will meet the needs and objectives of your clients• Identify clients' investment and financing needs in order to offer them the best financial planning solutions• Identify and exploit business development opportunities to increase the number of new customers and grow the volume of existing portfolios• Keep up with changing customer needs in order to offer adapted solutions and an extraordinary customer experience• Ensure the application of quality of service and operational quality standards, as well as compliance and risk management rulesYour teamWith us, you will benefit from the solidity of a large company, a vast territory with great potential and working conditions allowing flexibility, while contributing to building the lives of people here. Our training programs based on learning in action allow you to master your role. Personalized training content is available to promote your continuous learning. Access to colleagues with different expertise, experiences and diverse profiles enriches your development from all points of view.Basic requirements• Bachelor's degree (or equivalency recognized by the IQPF) as well as relevant experience in business development in the field of financial advisory services• Diploma from the Institut Québécois de Planification Financière (IQPF) is requested• Mutual Fund Representative (RCM) Licence• Portfolio management experience with business development objectives to achieve• Good team player and have a collaborative spirit#LI-MC1 Your benefitsIn addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.Health and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinicThese are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.We're putting people firstWe're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?Come live your ambitions with us!

As a financial planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan. Your work will allow you to develop your business relationships, your entrepreneurship, your advisory role and to leverage your leadership. You can join a Bank where you will be recognized and where you can make a positive impact! You will be working at our Branch on De La Gauchetière Ouest.Your roleRealize personalized financial planning that will meet the needs and objectives of your clients Identify clients' investment and financing needs in order to offer them the best financial planning solutions Identify and exploit business development opportunities to increase the number of new customers and grow the volume of existing portfolios Keep up with changing customer needs in order to offer adapted solutions and an extraordinary customer experience Ensure the application of quality of service and operational quality standards, as well as compliance and risk management rules Your team With us, you will benefit from the solidity of a large company, a vast territory with great potential and working conditions allowing flexibility, while contributing to building the lives of people here. Our training programs based on learning in action allow you to master your role. Personalized training content is available to promote your continuous learning. Access to colleagues with different expertise, experiences and diverse profiles enriches your development from all points of view. PrerequisitesBachelor's degree (or equivalency recognized by the IQPF) as well as relevant experience in business development in the field of financial advisory services Diploma from the Institut Québécois de Planification Financière (IQPF) is requested or in process of obtaining the certificate in the next 12 months Mutual Fund Representative (RCM) Licence Portfolio management experience with business development objectives to achieve Good team player and have a collaborative spirit Your benefitsIn addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.Health and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinicThese are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.We're putting people firstWe're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?Come live your ambitions with us!

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.Job Description:Schedule: Must be available from 12h00 PM to 8h00 PMThe Retirement Consultant team takes pride in educating and providing investment advice to group plan members who are approaching or at retirement (including supporting the conversion of their savings/assets to income products). Our Retirement Consultants are salaried advisors, life licensed in all provinces and territories. They are familiar with pension legislation across all Canadian jurisdictions, and are well versed in financial matters including retirement planning, income solutions, investment strategies and products including annuities.Our Retirement Consultant Team is part of the Client Solutions Centre (CSC) at Sun Life, which is inbound and outbound call centre located in Montreal and Toronto. In addition to working closely with retiring members over the telephone, our Retirement Consultants can expect some travel, where they would conduct in- person client meetings with Retirees at their employer location. Main accountabilities:Assist members with their retirement plan, while reviewing options, and providing clear explanations regarding retirement income productsMake recommendations and finalize retirement product selection, including offering retiree health benefits if appropriateEnsure members understand the process and theory behind asset allocation, while assisting them with the review of their portfolioMake specific investment recommendations based on the assessment of members' ability and willingness to bear financial riskProject income scenarios/illustrations under the various income products (ie: RIF/LIF/Annuity) and ensure members understands the ramifications of each optionResponsible for achieving Retirement and Protection sales targetsLimited travel in Canada could be required to support in-person meetings as part of our University Custom Retirement StrategyKeep abreast of product and industry changes, while being mindful of competitor informationContribute to the CSC's ongoing success by providing suggestions and recommendations to help improve our client experience and the products and services offered by sharing insights gained by dealing directly with clientsFoster and participate in a work environment that values people, invites creativity, celebrates learning and accountability and encourages employee participation and engagement.Core competencies:Comprehensive and deep understanding of insurance products, wealth management products, financial markets, retirement options and annuitiesAbility to impact and influence the decisions of group plan members to ensure they are choosing the right products, funds and services that match their needs, risk tolerance etcHigh sales and a service orientationSolid ability to organize and prioritize workSolid Relationship management skillsEffective time and personal management in a Call Centre environment (balancing inbound and outbound calling, and less frequent in- person client meetings)Analytical mind set with a proven ability to quickly understand client needsActive listener with the ability to respond effectively to client feedbackAbility to positively adapt to change as products, processes and systems continue to evolveTeam orientedProven ability to impact and influence client decisions to ensure they are making the right choices based on their individual needsAttention to detail to generate results while complying with client experience and quality standardsExperience as a financial advisor, consultant or broker, supporting clients within the Wealth industrySuccessful completion of the Canadian Securities Course (CSC) and/or Canadian Investment Fund Course (IFIC) successfully complete itExperience with Call Centres or telephone servicingRequired:A valid and active Life License in Ontario (LLQP) or Insurance of person license in Quebec (1a), is a requirement of this roleCertified Financial Planner (CFP) designation or Financial planner designation (IQPF)Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.Why join Sun Life:Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier livesA friendly, collaborative and inclusive cultureA collaborative and interactive team environmentBeing part of our journey in developing the next greatest digital experienceWorking together, sharing common values and encouraging growth & achievementThe Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results. Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to [email protected] Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.Salary Range:54,300/54 300 - 88,300/88 300Job Category:Sales - SIPPosting End Date:22/05/2024

Requisition ID: 199059Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals. Following a comprehensive financial planning framework, you will be focused on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area. Promote the development and sustainable growth of proprietary investment business in the assigned market area by: Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.Fostering strong engagement, educating clients, offering insights, and delivering expert advice.Exercising a collaborative approach when dealing with peers, clients, and partners. Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients. Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have: Experience in financial planning and investment sales is preferred.Successfully completed (or working towards) the Personal Financial Planning (PFP) designation (or IQPF designation within Quebec), and/or the Certified Financial Planner (CFP) designation. You’re an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course). You're able to work independently as a self-motivated entrepreneur with minimal supervision.Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment. What’s in it for you? A competitive compensation and benefits package that rewards growing and maintaining your client base.Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software. The ability to build long-lasting client relationships through exceptional advice and service. A work culture that promotes diversity, respect, and inclusion.An organization committed to making a difference in our communities - for you and your clients. Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English French because they will serve and English-speaking clientele. Location(s): Canada : Quebec : Montreal || Canada : Quebec : Laval || Canada : Quebec : Longueuil || Canada : Quebec : Montreal-ouest || Canada : Quebec : Quebec Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.