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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.

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.

Requisition ID: 196885As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too. Contributes to the overall success of ScotiaMcLeod in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.The primary purpose of the Senior Financial Planning Associate is to provide financial planning support to a dedicated Wealth Advisor team in preparing and delivery of personal financial plans to the Advisor’s clients. Is this role right for you? In this role, you will: Proactively supports the financial planning needs of the Advisor’s assigned clients which include a deep discovery with the client to uncover goals and objectives, preparing, presenting the plan and working with the Advisor to implement the recommendations identified in the plan;Proactively support the financial planning needs of advisors by:Inputting client data from documents submitted into the financial planning software;Building a financial plan that addresses their clients’ immediate and future goals and objectives;Providing alternative scenarios or solutions when clients are unable to meet goals;Identifying and communicating referral opportunities to advisors;Actively tracking and managing the follow-up Action Plan items to ensure they are addressedChampions an integrated and organized approach to planning through collaboration with internal specialists (Taxation, Insurance, Estate & Trust, Philanthropy). Advocate for advisors to leverage the right planning resources for the right clients and help triage clients into the appropriate channel;Contributes to the ongoing professional practice by participating in monthly Total Wealth Planning calls collaborating with local Senior Total Wealth Planners and Total Wealth Planning Associates to ensure a consistent product and process is delivered to clients;Provides general support to Wealth Advisor and team by providing updates on financial planning trends and strategic recommendations that may benefit their clients;Ensures that all financial plans are accurate and adhere to the Financial Planning Defaults & Standards which are guided by FP Canada; as well as recommend reasonable client focused strategies which requires maintaining an awareness of the latest legislative and financial industry policy;Maintains awareness and currency of the latest legislative and other financial industry changes that may affect Financial Planning techniques;Understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. Champions a high-performance environment and contributes to an inclusive work environment. Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have: You have completed the education requirements towards the Institut québécois de planification financière (IQPF for Quebec residents) designation.In-depth understanding of the comprehensive financial planning process including investments, asset protection, retirement, estate planning and tax issues College or University degree Proficient with Microsoft Office suite, specifically Word and Excel Advanced understanding of financial planning software; ability to model complex strategies and workarounds to incorporate new changes and legislationsExperience in Total Wealth Planning engagement from client discovery, plan preparation to presentation delivery Experience in a client facing role with opportunity to provide financial adviceStrong interpersonal and verbal communication skills Strong attention to detail and a results focused mindsetCanadian Securities Course and/or Life Insurance License is an asset 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: 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.