Senior Investment

2 months ago

Quebec City, Canada Scotiabank Full time

Requisition ID: 203514
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

About the role

As a Senior Investment & Personal Banking Specialist, you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service throughout the customer's journey.

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
  • Provide a full range of customized financial solutions using a financial planning approach
  • Understanding customers' financial goals and preferences, analyzing their needs and recommending the appropriate strategies and solutions to help them achieve their goals
  • Focus on complex solutions and comprehensive financial planning
  • Be results-driven
  • Be highly engaged
  • 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

Do you have the skills that will enable you to succeed in this role? – We'd love to work with you if you have:

  • A minimum two years of related experience selling investment and credit products
  • Demonstrated sales management experience and the ability to market Scotiabank
  • The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers
  • A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent)

What's in it for you?

  • A competitive compensation and benefits package customized for Retail Banking
  • Ability to make a lasting impact on customers
  • An organization committed to making a difference in our communities – for you and your customers
  • An assigned book of mid to high affluent customers
  • Ability to provide complex solutions and comprehensive financial planning
  • You'll receive clear transparent criteria to progress in your career

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 : Beauport
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.

  • Investment Specialist-mutual Funds, Bmo Investment

    3 months ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 **Language Requirements for role**: Strong verbal and written language skills in both French and English **Certifications**:Must have completed IFIC or CSC **Work from home** **Availability to work between** 8:00AM and 8:00PM EST Monday to Friday (37.5 hours per week) Understands customer needs and...

  • Investment Specialist

    4 months ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved...

  • Manager, Investments Center

    4 months ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL59 - HomeRes - ON - BMO XXXXX Ontario,X0X 0X0 Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Guides customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved...

  • Investment Specialist

    3 months ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL(R)61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Language Requirements for role: Strong verbal and written language skills in both French and English Certifications: Must have completed Canadian Securities Course (CSC) Work from home Availability to work between 8:00AM and 6:00PM EST Monday to Friday (37.5 hours per week) Understands customer...

  • Bilingual Investment Specialist

    3 months ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 **Language Requirements for role**: Strong verbal and written language skills in both French and English **Certifications**:Must have completed IFIC or CSC **Work from home** **Availability to work between** 10:00AM and 8:00PM EST Monday to Friday (37.5 hours per week) Understands customer needs and...

  • Bilingual Investment Specialist

    3 months ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 **Language Requirements for role**: Strong verbal and written language skills in both French and English **Certifications**:Must have completed IFIC or CSC **Work from home** **Availability to work between** 10:00AM and 8:00PM EST Monday to Friday (37.5 hours per week) Understands customer needs and...

  • Bilingual Manager, Investment Centre, Proactive

    4 months ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL(R)61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Language requirements for the role: Strong verbal and written languages skills in both French and English Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Guides customers on wealth and investment strategies and products that meet...

  • Bilingual Manager, Bmo Investment Centre

    3 months ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Language requirements for the role: Strong verbal and written languages skills in both French and English Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Guides customers on wealth and investment strategies and products that meet...

  • Assistant Manager, Investment Centre, Proactive

    4 months ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL(R)61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Guides customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved...

  • Senior Investment

    2 months ago

    Quebec, Canada Scotiabank Full time

    Title: Senior Investment & Personal Banking Specialist (Canada)Requisition ID: 203514Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs a Senior Investment & Personal Banking Specialist, you are customer-centric and able to connect with people in a relatable way. As an essential member of...

  • Senior Investment

    1 month ago

    Quebec, Canada Scotiabank Full time

    Title: Senior Investment & Personal Banking Specialist (Canada)Requisition ID: 203514Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs a Senior Investment & Personal Banking Specialist, you are customer-centric and able to connect with people in a relatable way. As an essential member of...

  • Analyst, Global Equities

    3 weeks ago

    Montreal, Quebec, Québec, Canada CN Investment Division Full time

    Are you ready for a change? CN Investment Division (the Division) is your chance to do meaningful work with a smart, imaginative team in a unique and exciting environment. Established in 1968, the CN Investment Division manages one of the largest single-employer defined benefit pension funds in Canada and holds a long track record of solid performance....

  • Senior Investment

    3 months ago

    Quebec, Canada Scotiabank Full time

    Title: Senior Investment & Personal Banking Specialist - Quebec RegionRequisition ID: 201225Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture. When you join our Customer Contact Centre, you’re joining an internationally recognized, award-winning workplace that has been 186 years in the making, and poised...

  • Senior Investment

    3 months ago

    Quebec, Canada Scotiabank Full time

    Title: Senior Investment & Personal Banking Specialist - Quebec RegionRequisition ID: 201225Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture. When you join our Customer Contact Centre, you’re joining an internationally recognized, award-winning workplace that has been 186 years in the making, and poised...

  • Senior Investment

    2 months ago

    Québec City, Canada Scotiabank Full time

       Requisition ID: 203514Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Senior Investment & Personal Banking Specialist, you are customer-centric and able to connect with people in a relatable way.  As an essential member of the Canadian Banking Branch network, your focus is to...

  • Senior Investment

    3 months ago

    Quebec, Canada Scotiabank Full time

    Requisition ID: 201225 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. When you join our Customer Contact Centre, you're joining an internationally recognized, award-winning workplace that has been 186 years in the making, and poised to deliver superior customer care in the future! You're...

  • Senior Investment

    3 months ago

    Québec City, Canada Scotiabank Full time

        Requisition ID: 201225Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.When you join our Customer Contact Centre, you’re joining an internationally recognized, award-winning workplace that has been 186 years in the making, and poised to deliver superior customer care in the future! You’re...

  • Analyst, Asset Liability Management

    3 months ago

    Quebec City, Canada iA Groupe financier iA Financial Group Full time

    New grad / Asset liability management / ALM / Quantitative finance / Investment strategies / Python / Canada / Hybrid_ Reporting to the Senior Vice-President, the Analyst, ALM and Investment Strategies will be part of a team responsible for ensuring the general funds asset strategies and risks are properly managed. The analyst will collaborate with the...

  • Portfolio Manager Quantitative Investment

    5 days ago

    Montreal, Quebec, G4F, CA National Bank Full time

    Joining National Bank Investments (NBI) means growing in a dynamic environment and having the opportunity to learn and progress within a team that values collaboration, innovation, risk-taking, the right to make mistakes, and client satisfaction. The words "impossible" and "status quo" are not part of our vocabulary. NBI is an investment fund management...

  • DÉVELOPPEUR JAVA SENIOR DATA MANAGEMENT

    2 days ago

    Quebec, Canada ALLTECH CONSULTING SVC INC Full time

    p>Level 3 We are a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments, institutions, and individuals from more than 1,200 offices in 43 countries.As a Senior Java Developer in...