Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be…
Financial Advisor
At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here. What you’ll be doing… Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for Educating our customers, providing relevant insights and expert advice Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals Nurturing strong, long-standing relationships Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience What you need to succeed… The appetite and drive to build strong customer relationships and deliver excellent customer service The proven ability to meet and exceed sales targets in a fast-paced environment that align to a customer’s stated goals To uncover and solve for customers’ needs Mutual Funds licence and working towards the CIFP Diploma What we’re offering… The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. A competitive compensation and benefits package. An organization committed to making a difference in our communities – for you and our customers. You can expect to be recognized and rewarded for high performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development. You’ll receive clear, transparent criteria to progress in your career. You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise. Location(s): Canada : Ontario : Cobourg 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. 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. #J-18808-Ljbffr
Requisition ID:
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. OBJECTIF DU POSTE: Traduire de l'anglais vers le français des textes de diverses natures en faisant appel à une bonne connaissance des pratiques bancaires, du contexte juridique, de domaines tels l'économie, la comptabilité, la finance, l'informatique, les assurances, les placements, le crédit, le marketing, les ressources humaines, etc. Ce poste vous convient-il? Responsabilités: Traduire des textes de diverses natures, notamment économique, publicitaire et administrative. S'assurer de la clarté du style ainsi que du respect du message véhiculé par le texte de départ et des échéances. Utiliser les outils d’aide à la traduction adéquatement afin de s’assurer de la cohérence dans les documents traduits et d’augmenter son efficacité. Communiquer au besoin avec le demandeur afin d'obtenir des précisions sur le mandat lorsque les détails pertinents ne sont pas tous fournis ou lorsque surgissent des difficultés d'interprétation. Effectuer les recherches nécessaires à une traduction de grande qualité et contribuer de façon continue à alimenter la base de terminologie du service. S'assurer que le service offert aux clients est de la plus haute qualité en veillant à ce que tous les engagements en matière de niveau de service soient respectés ou dépassés. Consulter les membres du service au sujet de la terminologie utilisée, collaborer avec les autres membres du service dans des projets d'équipe pour des travaux d'envergure ayant des échéances serrées et, de façon générale, contribuer à maintenir une ambiance de travail harmonieuse. Ce poste requiert les compétences et l'expérience suivantes : Au moins cinq ans d’expérience à titre de traducteur Baccalauréat spécialisé en traduction de l’anglais vers le français Excellente maîtrise du français et de l'anglais Souci du détail Bonne connaissance des outils d’aide à la traduction et de la suite MS Office Capacité à mener de front plusieurs projets Travaille bien de manière autonome ou en équipe Connaissance du milieu/des produits et services bancaires Membre de l’OTTIAQ, un atout Quelques informations supplémentaires que vous voudrez peut-être savoir. Exactitude et minutie – Se tient personnellement responsable de la qualité du travail. S’assure que le travail est réalisé correctement et qu’il est de grande qualité. Priorité au client – Offre un service courtois et chaleureux. Traite rapidementles demandes de renseignements ou les plaintes de partenaires internes. Efficacité – Trouve des moyens de tirer le meilleur parti du temps et des ressources disponibles. Améliore son efficacité personnelle et sa productivité par une bonne organisation de son emploi du temps. Esprit d'équipe – Travaille efficacement avec les autres membres de l'équipe pour atteindre des objectifs communs. Participe à maintenir une bonne ambiance de travail. Perfectionnement – S'informe de tout ce qui se passe dans son domaine en lisant des articles spécialisés et des revues professionnelles. Détermine ses besoins de perfectionnement personnel et prend les mesures nécessaires pour les combler. Conformément à l’évaluation des besoins linguistiqueseffectuée par la Banque Scotia, le candidat retenu doitpouvoir communiquer en anglais et enfrançaispour les raisons suivantes: il devra collaborer étroitement avec d’autresgroupes du siège social qui travaillent principalement enanglais, il servira une clientèle anglophone. 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. #J-18808-Ljbffr
Join to apply for the Financial Advisor, Investment & Retirement Planning - Chabanel West Branch role at Scotiabank 3 days ago Be among the first 25 applicants Join to apply for the Financial Advisor, Investment & Retirement Planning - Chabanel West Branch role at Scotiabank Get AI-powered advice on this job and more exclusive features. Requisition ID:
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
About The Role
As an Investment & Personal Banking Specialist, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers. Your primary role is to establish/deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners.
Is this role right for you? In this role, you will:
Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and retirement planning to customers Be results-driven by taking a proactive approach to discovering our customers’ needs, listening to understand what they are looking for Conduct comprehensive reviews for assigned customers including retirement planning, wealth accumulation and estate planning utilizing financial planning skills to create customized financial strategies and solutions Be highly engaged, educating customers, providing relevant insights and expert advice Demonstrate a collaborative approach when dealing with peers, customers, and partners Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers
Skills
Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:
Successfully completed (or working towards) the IQPF designation within Quebec You’re an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course) A minimum three years experience of financial planning and investment sales experience Demonstrated sales management experience and the ability to market Scotiabank Ability to cultivate strong relationships with customers, peers and partners Bilingualism in 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 & French because they will serve English and French speaking clientele.
What’s in it for you?
A competitive compensation and benefits package tailored for the Investment & Personal Banking Specialist, Investment & Retirement Planning role Ability to make a lasting impact on an assigned book of customers An inclusive culture where we value and recognize our employees’ contributions An organization committed to making a difference in our communities – for you and your customers.
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
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. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at Scotiabank by 2x Get notified about new Financial Advisor jobs in Montreal, Quebec, Canada . Consultant/Senior Consultant, Financial Risk Management Financial Analyst (Regulatory Reporting Analyst) We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. “Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our “Financial Advisor Investment and Retirement planning” postings.” What is the role of a Financial Planner? As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how to build and leverage your external / internal networks and centres of influence and understand that growing a practice is all about building new and long‑term relationships. External clients – As a Financial Planner you engage in proactive client outreach to individuals outside the Scotiabank network, showcasing the unique value a Financial Planner brings to their financial journey. Through meaningful conversations and tailored guidance, the goal is to demonstrate how expert financial planning can empower clients to clarify, pursue, and ultimately achieve their financial objectives—no matter where they are starting from. Internal clients – As a Financial Planner, you play a pivotal role in deepening client relationships by identifying and engaging with existing Scotiabank clients who may have limited interaction with the bank. You proactively mine opportunities and cultivate meaningful connections, positioning yourself as a trusted advisor. By building strong internal partnerships across the branch network, you ensure seamless access to the full breadth of Scotiabank’s resources—bringing the best of the bank to every client interaction. As a Financial Planner you are Driven by purpose and determination, you understand that your clients are your most valuable asset. Your top priority is delivering personalized investment and financial planning advice that empowers them to achieve their unique financial goals with confidence. You also enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and them. 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 the following: Driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements. Establish business development opportunities with prospects and clients within the assigned market area. Join a purpose‑driven winning team, committed to results, in an inclusive and high‑performing culture. 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 mass affluent prospects and existing clients. Identifying additional business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners. Client‑centricity: 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 and identifying opportunities to deliver community information sessions and financial seminars to develop and expand your network and develop 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. Skills 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 fund certified professional with current accreditation and good standing for CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course). You have successfully completed a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) 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 licence and access to a vehicle, to meet clients and prospects within the designated district. 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. 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 customer relationship management (CRM), portfolio, and financial planning software. The ability to build long‑lasting client relationships through exceptional advice and service. A partnership with our retail branches and access to Scotia Global Asset Management to deliver an excellent client experience. A work culture that promotes diversity, respect, and inclusion. Other Information Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel. #financialplanner Location Canada – New Brunswick – Moncton Company Summary 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. 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. Senior Level Mid‑Senior level Employment Type Full‑time Job Function Finance and Sales Industry Banking Referral Note Referrals increase your chances of interviewing at Scotiabank by 2x Posted Dates Moncton, New Brunswick, Canada – 2 weeks ago
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Overview Title: Foundations Manager, Philanthropic Services - QC Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Aqueduct Foundations Manager, you play a pivotal role within the Foundation Services team, delivering personalized donor service and strategic philanthropic guidance. You will work closely with a diverse network of professional advisors to support donors in planning and executing their annual contributions in alignment with their charitable goals. As part of a nimble and innovative team, you will deepen donor relationships by offering expert support in establishing and managing foundations, facilitating contribution planning, and overseeing grantmaking processes. You’ll act as a trusted liaison between donors and their advisory teams, ensuring contributions are thoughtfully structured, well-documented, and aligned with both donor intent and regulatory requirements. In addition, you will play a key role in guiding donors through the grantmaking lifecycle—from reviewing grant proposals and assessing charitable organizations to ensuring grants are aligned with donor values and intended impact. By facilitating thoughtful and strategic giving, you will help donors achieve meaningful outcomes in the communities and causes they care about most. Responsibilities Deliver tailored foundation services to a range of internal partners across the Scotia Wealth Management and external partners by: Assist in the effective management of donor relationships, delivering the highest standard of personalized service. Manage a national book of donors, supporting their philanthropic goals through Aqueduct Foundation. Liaise with affluent and influential clientele with professionalism, poise, and discretion. Collaborate with donors and their advisors to support and facilitate annual contributions and strategic giving. Ensure donor intent is accurately documented, and funds are properly designated. Identify strategic funding opportunities aligned with donor interests and community needs including reviewing or creating grant proposals/agreements Beyond managing your donor portfolio, you will contribute to organizational priorities by applying your expertise to cross-functional projects, helping shape team direction, and supporting initiatives that benefit the entire organization Qualifications Post-secondary, degree or diploma Fluency in both English and French is required for this position. 3-5 years professional experience, preferably in the financial or charitable sector and with expertise in donor/client relations, fund/cash management, estate planning experience and/or trust/estate administration. Exceptional donor service skills and a passion for helping others achieve impact. Strong oral and written communication skills. Strong analytical and problem-solving skills Ability to manage a variety of tasks independently Attention to detail with a focus on overall process improvement Excellent organizational and time management skills High proficiency with Microsoft computer applications, including Word, Excel, PowerPoint,and Outlook & ability to utilize donor management databases Working knowledge of the investment industry and charitable sector. Ability to work well in a team-oriented, fast-paced environment. Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will be required to work closely with other groups from head office who operate primarily in English and they will serve and English-speaking clientele. Location(s): Canada : Quebec : Montreal || 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. #J-18808-Ljbffr
Mortgage Specialist - Whitehorse & Prince George Region Join to apply for the Mortgage Specialist - Whitehorse & Prince George Region role at Scotiabank Requisition ID:
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Join us as we build a high-performing, purposed driven, winning sales team, anchored by an inclusive, client-focused culture. Job Purpose We are currently seeking a passionate and results-driven Home Financing Advisor (HFA) to join our team. In this role, you will have the opportunity to leverage your expertise in banking, influencing, trust development, and client experience to build strong relationships, provide expert mortgage advice, and drive mortgage sales. With a commission-based compensation structure and the flexibility of a mobile role, this position is ideal for individuals who are entrepreneurial, enthusiastic about making a positive impact and thrive in a results-driven environment. Key Responsibilities Build lasting relationships with clients, referral partners, and community stakeholders to generate mortgage opportunities and referrals. Utilize your banking expertise and communication skills to provide tailored mortgage advice that align with clients' financial goals and objectives. Focus on building trust by delivering transparent and honest advice, building rapport, and maintaining open communication throughout the mortgage process. Prioritize client experience by understanding client needs, delivering personalized service, and ensuring a seamless mortgage application process. Collaborate with internal teams, including underwriters, to facilitate timely mortgage approvals and closings while adhering to regulatory requirements. Remain mobile to be accessible and accommodate clients’ preferences. Stay informed about market trends, mortgage products, and industry regulations to provide informed advice and maintain a competitive edge in the market. Qualifications Minimum of 3 years of proven success in the mortgage industry, or a related field. Strong commitment to trust development, client experience, and delivering exceptional service. Excellent communication, negotiation, and interpersonal skills, with the ability to influence and build rapport with clients and stakeholders. Entrepreneurial mindset with a drive to succeed in a commission-based sales environment. What’s in it for you Fully commission-based compensation structure with unlimited earning potential. Comprehensive benefits package, including health, dental, and retirement savings plans. Access to our Key Realtor Partners Program enabling you to build lasting relationships with your referral sources. Market leading dedicated underwriting model gives you one-on-one access to your own underwriter. Competitive advantage with our industry leading Scotia Total Equity Program allowing you to provide clients with holistic financial advice. Bespoke programs designed for the unique needs of key client segments. Leverage the full Retail Bank and anchor clients through the Scotia Mortgage+ Program and Scene+ loyalty offerings. Ability to build your own support team once you surpass a minimum sales threshold. Ongoing training and professional development opportunities. Flexible work arrangements, including remote work options. Be part of a high performing team, committed to creating and fostering a diverse and inclusive team culture. How To Apply If you are passionate about banking, relationship building, trust development, and client experience, and possess the qualifications outlined above, we invite you to apply for the Mortgage Specialist position at Scotiabank. Please submit your resume and cover letter detailing your relevant experience and why you are the ideal candidate for this role. Location(s): Canada : Yukon : Whitehorse #J-18808-Ljbffr
Requisition ID Overview Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. As a Trust Associate within Scotiatrust’s Centralized Trust Administration Group (CTAG) , you provide proactive administrative and client service support to Senior Trust Associates and Scotiatrust Relationship Managers with the day‑to‑day management, oversight, and account administration for client, beneficiary and Co‑Trustee relationships. While discussions with Co‑Trustees, beneficiaries, clients, their advisors and the business community will generally be the responsibility of the Scotiatrust Relationship Manager, the Trust Associate will frequently deal with external contacts, gather and relay information. Administration and Relationship Management Support Assist the Senior Trust Associate with providing a best‑in‑class, proactive and personalized client experience to high net worth clients and beneficiaries, exemplified by timely and accurate account administration coupled with demonstrated technical expertise, personal integrity and an ability to respond to stated and unstated client needs and concerns. Maintain daily surveillance over cash positions and provide reports for any cash positions that require remedial attention. Create/input accurate and timely accounting entries for payments to third parties, realization of assets, fee collection, referring all unusual items for further action as required. Prepare detailed fee calculations in Estate and Trust accounts in accordance with fee agreements or local judicial/industry practice. Prepare routine correspondence and documentation, including draft documentation in respect of matters that policy requires be submitted to the appropriate internal oversight groups concerning beneficiary/court approval of fees and statements. Proactively liaise with internal support groups (i.e. GWO) to investigate and resolve issues, while also collaborating and sharing knowledge with colleagues and partners on processes, policies and procedures. Process new account openings, in a timely and accurate manner. Assist with the collection and validation of client documentation and AML/KYC materials. Additional Accountabilities Adhere and implement centralized functions as published to provide additional support to all Scotiatrust branches, with accuracy and efficiency. Accurately operate within Scotiatrust systems (i.e. Estate Settlement, Broadridge) according to procedures. Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Understand how the Bank’s risk appetite and risk culture should be considered in day‑to‑day activities and decisions ensuring thorough knowledge of, and strict adherence to, the Bank’s Global Sales Practices. Actively pursue effective and efficient operations of their respective areas, while ensuring the adequacy, adherence to and effectiveness of day‑to‑day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct. Champion a high‑performance environment and contributes to an inclusive work environment. Required Skills Proactive with a proven track record of providing a best in class client experience Proven aptitude to learn new concepts and readily apply them to day‑to‑day tasks Strong interpersonal and verbal communication skills Strong time management skills and a proven ability to multi‑task Preferred Skills High School Diploma Enrollment in Financial Industry courses Working knowledge of asset management and administrative procedures Strong PC Skills Basic knowledge of Trust Accounting principles Location Ottawa preferred but open to other cities in Canada for the right candidate. 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. #J-18808-Ljbffr
Appuyez sur la touche de tabulation pour sélectionner le lien Passer au contenu. Sélectionnez la fréquence (en jours) de réception d’une alerte: Titre: Planificateur.trice financier.ière - Succursales de Montréal Numéro de la demande:
Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement. En tant que planificateur.rice financier.ière, vous vous concentrerez sur le développement et l’approfondissement des relations avec les clients en fournissant des conseils et des services de haute qualité au sein du marché de la gestion de patrimoine. Plus important encore, vous réalisez que vos clients sont votre plus grand atout et que votre priorité est de leur fournir des conseils en matière de placement et de planification financière pour les aider à atteindre leurs objectifs uniques. Suivant un cadre de planification financière complet, vous vous concentrerez sur la vente d'investissements et l'acquisition de nouveaux clients, ainsi que sur l'établissement d'opportunités de développement commercial avec des prospects et des clients dans le secteur de marché assigné. Promouvoir le développement et la croissance durable des activités d'investissement pourcompte propre dans la zone de marché assignée en : Réaliser des examens approfondis pour les clients assignés, y compris la planification de la retraite, la gestion de patrimoine et la planification successorale, en utilisant des compétences et des outils de planification financière pour soutenir les objectifs financiers de nos clients. Ayant une curiosité naturelle pour découvrir et répondre aux besoins des clients, fournir des conseils financiers fiables aux clients concernant leurs investissements et leur planification de retraite. Être autonome et axé sur la performance dans votre approche pour découvrir les besoins de nos clients, écouter pour comprendre ce qu'ils recherchent, des stratégies et des solutions financières personnalisées. Être très engageant, éduquer les clients, fournir des informations pertinentes et des conseils d'experts. Démontrer une approche collaborative dans les relations avec les pairs, les clients et les partenaires. Établir des relations, en mettant l'accent sur la fourniture d'une expérience client exceptionnelle et sur le développement de relations à long terme avec les clients existants. Avez-vous les compétences qui vous permettront de réussir dans ce rôle ? Nous serions ravis de travailler avec vous si vous avez : Une expérience en planification financière et en vente de placements est préférable. Travailler vers ou avoir réussi le titre de Planificateur financier personnel,IQPF au Québec. Vous êtes un professionnel certifié en fonds communs de placement. Vous possédez une accréditation à jour et êtes en règle pour les exigences de licence de l'ACCFM (Fonds d'investissement au Canada ou Cours sur les valeurs mobilières canadiennes). Vous êtes axé sur les objectifs et entreprenant. Vous pouvez travailler de manière indépendante en tant qu'entrepreneur motivé avec un minimum de supervision et au sein d'une équipe plus large. Connaissance des offres concurrentielles, des tendances du marché, des conditions économiques et de l'environnement réglementaire. Le bilinguisme en français et en anglais. Conformément à l’évaluation des besoins linguistiques effectuée par la Banque Scotia, le candidat retenu doit pouvoir communiquer en anglais et en français pour la raison suivante : il/elle servira une clientèle anglophone et francophone. Conformément à l’évaluation des besoins linguistiques effectuée par la Banque Scotia, le candidat retenu doit pouvoir communiquer en anglais et en français car il se peut qu’il serve une clientèle anglophone ainsi que francophone. #planificateurfinancier Emplacement(s): Canada : Québec : Montreal
La Banque Scotia compte parmi les chefs de file du secteur bancaire au Canada et des fournisseurs de services financiers dans les Amériques. Nous sommes là pour l’avenir de tous. Nous contribuons à la réussite de nos clients, de leur famille et de leur collectivité en offrant des conseils et une vaste gamme de produits et de services, dont des services bancaires aux particuliers, aux entreprises et aux sociétés, des services bancaires privés, d’investissement et de gestion de patrimoine ainsi que des services liés aux marchés des capitaux.
Nous valorisons les compétences et les expériences uniques que chacun apporte à la Banque et nous nous engageons à offrir un environnement inclusif et accessible pour tous. Si vous avez besoin de mesures d’adaptation durant le processus de recrutement et de sélection (p. ex. un lieu d’entrevue accessible, des documents dans un autre format, un interprète de la langue des signes ou une technologie d’assistance), veuillez en informer notre équipe de recrutement. Pour obtenir du soutien technique, cliquez ici . Les candidats doivent postuler directement en ligne. Nous remercions tous les candidats de leur intérêt pour la Banque Scotia; cependant, nous communiquerons uniquement avec les personnes retenues pour une entrevue. #J-18808-Ljbffr
Client Relationship Manager-Indirect Business Financing Join the Global Community of Scotiabankers to help customers become financially better off. A Best Workplace Scotiabank is a premier financial institution and Canada’s most international bank recognized as a Best Workplace, in Canada, Mexico, El Salvador, Costa Rica, Puerto Rico, Dominican Republic, Panama, Peru, Chile and Latin America by the Great Place to Work Institute. A multinational winning team
Scotiabank is Canada’s international bank and a leading financial services provider in North America, Latin America, the Caribbean and Central America, and parts of Asia. We are dedicated to helping our 21 million customers become better off through a broad range of advice, products and services, including personal and commercial banking, wealth management, corporate and investment banking. Corporate Social Responsibility
Scotiabank helps to build bright futures worldwide through ethical banking practices, environmental awareness and a commitment to communities. The Client Relationship Manager is responsible for acquiring new customers as well as managing the relationship with participating agricultural crop input dealers relative to our Indirect Business Financing’s independent dealer program, Yield More Financing. The responsibilities include achieving business development goals/targets by expanding the number of dealers and developing plans to increase market share with existing dealers. In addition, the Client Relationship Manager is responsible for co-developing marketing programs and collaborating with dealers to increase program uptake and dealer loyalty. Ideally, the candidate has sales / relationship management experience in the agricultural sector and is proficient in originating new customer relationships, growing existing relationships, developing sales programs and collaborating with business partners and internal stakeholders. ONE position available and can be located in Regina, Saskatoon, Edmonton or Calgary. This is an ideal opportunity for commercial credit professionals looking to cultivate their flare for business development, relationship building and solidifying long term customer loyalty. Key responsibilities: Responsible for developing new and expanded relationships within the appropriate independent farm supply dealer networks by establishing an effective sales calling program targeting prospects and existing Ag dealer relationships in an effort to grow market share. Directing and coordinating all marketing visits, trade show participation, and customer appreciation events hosted by the dealer network. Developing and implementing short and medium term strategies to identify prospects. Negotiating aggressive sales goals based on local market and economic conditions. Managing the day-to-day relationship with the dealer network. 2. Responsible for ensuring all aspects of relationships receive ongoing attention as required to maintain and improve the quality of the relationship by: Ensuring credit applications conform to the criteria set for approval of loans. Maintaining a thorough understanding of the specific loan programs for Yield More Financing accounts. 3. Contribute to the achievement of business objectives by: Enhancing overall dealer satisfaction and loyalty. Collaborating to develop creative, industry leading, sales and marketing programs. 4. Provide customer service excellence to meet Bank standards. Requirements: The candidate must have a minimum of three years of sales / relationship management experience in the agricultural sector and is proficient in originating new customer relationships, growing existing relationships, developing sales programs and collaborating with business partners and internal stakeholders. Scotiabank is an equal opportunity employer and welcomes applications from all interested parties. We thank you for your interest, however, only those candidates selected for an interview will be contacted. No agencies please. #J-18808-Ljbffr
Overview Financial Planner, Branch Network - North Shore of Montreal. Internally known as Financial Advisor, Investment and Retirement Planning (FAIR). As a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients. Join to apply for the Financial Planner, Branch Network - North Shore of Montreal role at Scotiabank . Responsibilities Establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners. 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. Exhibit a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning. Demonstrate self-motivation and a goal-oriented mindset when identifying our clients\' needs to craft personalized financial strategies and solutions. Foster strong engagement, educate clients, offer insights, and deliver expert advice. Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients. Leverage advanced technology tools to enhance client interactions and streamline financial planning processes. Focus on achieving targets to ensure a balanced approach to client satisfaction and business growth. Qualifications Experience in financial planning and investment sales is preferred. Successfully completed the IPF (IQPF) designation or bank recognized equivalent. Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank-recognized equivalent. Thrive in a collaborative, results-driven team culture where your contributions are recognized and rewarded. Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment. What’s in it for you? Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers. An inclusive culture that values and recognizes contributions, and a commitment to making a difference in our communities. A supportive work environment that promotes work-life balance. Benefit from relocation support (upon approval) and enjoy competitive incentives designed to set you up for success in this role. Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division. If you are interested in learning more about this role, please review our “Financial Planner, Scotia Financial Planning” postings. In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere. Location Location(s): Canada : Quebec : Montreal Seniority level Mid-Senior level Employment type Full-time Job function Finance and Sales Banking Scotiabank is an inclusive and accessible employer. If you require accommodation during the recruitment process, please contact our Recruitment team. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest; only those selected for an interview will be contacted. #J-18808-Ljbffr
