Financial Planner, Branch Network - Montreal West

Job description

Requisition ID: 252416 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), 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. 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. Promote the development and sustainable growth of proprietary investment business in the assigned market area by: Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have: - 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...