Financial Planner (Banking)

Job Title:Virtual Financial Advisor - Montreal

As Virtual 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. You help make the futures of our 25 million customers happen. In this role you will be working on-site to virtually guide clients through their financial journeys providing expert advice and creating tailored strategies to help them achieve their financial goals. As an essential member of the Canadian Banking Branch network our focus is to provide exceptional service throughout the customers journey by:
Conducting virtual consultations with clients to develop personalized financial plans
Educating our customers by providing relevant insights and expert advice
Building our customers comprehensive plans using a holistic approach to help them achieve their goals
Developing retaining and growing the business by delivering against individual and team sales goals that support a positive customer experience

The appetite and drive to build strong customer relationships and deliver excellence customer service
In-depth understanding of retail banking products and services including credit products mortgages and personal loans.
Strong knowledge of mutual funds including fund types performance evaluation risk assessment and compliance with regulatory standards.
Bilingualism (French and English) required

An organization committed to making a difference in our communities for you and our customers.
Recognition and reward for high-performance. Youll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth
This position is based in person at our downtown Montreal office on Sherbrooke Street and requires flexibility to work rotating hours of operation: Monday to Friday from 10:00 a.m. to 8:00 p.m. and Saturday from 10:00 a.m. 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.

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.