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Financial Planner/Investment Specialist Full-time Job

Scotiabank

Financial Services   Québec
Job Details

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 centres 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.

 

 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 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. 

Financial Planner/Investment Specialist

Scotiabank
Québec - 399.95km
  Financial Services Full-time
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 dedi...
Learn More
Jan 30th, 2024 at 11:58

Shoemaker Full-time Job

Produits De Sécurité UNIK Inc

General Category   Québec
Job Details

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate
Experience: Candidates should have experience of 1 year to less than 2 years

Type of repair: Footwear

Physical Requirements:

  • The candidates should possess manual dexterity and have a high level of attention to detail, exhibiting good hand-eye coordination

Other Requirements:

  • The candidates should possess efficient interpersonal skills and be highly organized

Candidate Status:

  • Candidate must be a Canadian Citizen or temporary or permanent resident of Canada
  • Candidate must have legal authorization (Work Permit) to work in Canada
  • If Candidates are unable to fulfill above mentioned requirements, don’t apply for the position

Responsibilities:

  • The candidates should be able to outline and cut patterns, trim, dress, and finish boots or shoes

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your Resume) through the below-mentioned details

By email
dbrisebois@uniksafety.com

Shoemaker

Produits De Sécurité UNIK Inc
Québec - 399.95km
  General Category Full-time
  18
Requirements: Languages: Candidates must have knowledge of the English Language Education: Candidates need standard educational qualifications such as a Secondary (high) school gra...
Learn More
Jan 23rd, 2024 at 05:52

Post Office Assistant Part-time Job

Canadapost

General Category   Québec
Job Details

If you have ambition, talent and drive, consider a fast-moving career with Canada Post. We are currently seeking a part-time Post Office Assistant who will use a customer-focused approach when providing counter services to customers.

Note: The ideal candidate should reside in the community. Applicants outside the community in which the Post Office is located may be considered as needed.

Job Responsibilities

• Sell postal products and service to the business community and public

• Sort, distribute and process mail into appropriate classifications

• Provide customers with information and forms

• Address delivery and service difficulties to resolve problems thoroughly and quickly

Job Responsibilities (continued)

 

 

Qualifications

• High school or provincial equivalency and/or experience in business administration

• Training and/or experience interacting with the public in a retail and/or service environment, including sales and cash transactions

• Understanding of general or post office accounting systems.

• Physically fit to lift mail containers of up to 50 lb, push or pull boxes, sort mail and stand for extended periods of time

 

 

Other Information

Total hours per week: 4.5h

Work timetable

Monday: 8:15 a.m. to 9:45 a.m.

Saturday: 9:15 a.m. to 12:15 p.m.

Post Office Assistant

Canadapost
Québec - 399.95km
  General Category Part-time
If you have ambition, talent and drive, consider a fast-moving career with Canada Post. We are currently seeking a part-time Post Office Assistant who will use a customer-focused a...
Learn More
Jan 19th, 2024 at 07:15

Retail Sales Associate Full-time Job

Bell

Sales & Retail   Québec
Job Details

The tight-knit Bell Retail team lives and breathes the latest technology, thrives in a fast-paced environment and loves finding the perfect solution for our customers. We’re proud to offer our customers the best wireless, internet, TV, home phone products and services at Bell and The Source stores across Canada.

 

Responsibilities / Job Description

Bring your personality to the job
• You love helping people find the products that will make their lives better 
• You’re passionate about new technology and ready to explain it to anyone, from an expert to a novice
• You thrive in a fast-paced environment and have a flexible schedule
• Experience in Retail Sales, Customer Service or Hospitality is a definite asset
• At Bell, we don’t just accept difference—we celebrate it!
Get benefits and build a career path 
• We recognize your hard work through incentives, rewards, and employee discounts on services
• Full benefits package for full-time and part-time employees
• Online and in-class training to develop your skills, along with opportunities for career growth and promotions
• We also provide a flexible schedule that offers Full and Part Time hours 
Build great customer experiences that keep customers coming back to our stores 
• Be able to build a connection with customers to find the right products and services for them
• Provide a great experience and build loyalty with every customer, every day
• Enjoy the challenge of hitting sales targets
• Be excited to learn about new technology and services
• Speak another language? We welcome any second language (French, Mandarin, Cantonese, Korean, Tagalog, Hindi, Punjabi, Thai, and more
)

#EmployeeReferralProgram

 

Adequate knowledge of French is required for positions in Quebec.

 

Additional Information:

Job Location: Canada : Quebec : Boisbriand || Canada : Quebec : Blainville || Canada : Quebec : Deux-Montagnes || Canada : Quebec : Laval || Canada : Quebec : Mirabel || Canada : Quebec : Prévost || Canada : Quebec : Rosemère || Canada : Quebec : Saint-Eustache || Canada : Quebec : Sainte-Thérèse
Application Deadline: 03/08/2024

Retail Sales Associate

Bell
Québec - 399.95km
  Sales & Retail Full-time
The tight-knit Bell Retail team lives and breathes the latest technology, thrives in a fast-paced environment and loves finding the perfect solution for our customers. We’re proud...
Learn More
Jan 15th, 2024 at 14:43

Financial Planner, Investment Specialist Full-time Job

Scotiabank

Financial Services   Québec
Job Details

Join 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 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.

Financial Planner, Investment Specialist

Scotiabank
Québec - 399.95km
  Financial Services Full-time
Join 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 cli...
Learn More
Jan 13th, 2024 at 06:16

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