Financial Advisor, Investment & Retirement Planning and North

Title:

Financial Advisor, Investment & Retirement Planning - Laval and North

Requisition

Join a purpose driven winning team, committed to results, in an inclusive and high performing culture.

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), 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.

Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.

• 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 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.
• Building relationships, focusing on providing a great client experience and growing long standing relationships with existing clients.
• Leveraging advanced technology tools to enhance client interactions and streamline financial planning processes.
• Focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth.

• 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.

• 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.

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(s):
Canada :
Quebec :
Montreal || Canada :
Quebec :
Laval

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.