Current jobs related to Senior Investment - Montreal Quebec GF, CA - Scotiabank

  • Senior Director, Real Estate Investments and Asset Management

    1 month ago

    Montreal, Quebec, G4F, CA Industrial Alliance Investment Management Inc. Full time

    ```html Description iA Global Asset Management / Montreal / Hybrid / French & English The Real Estate Investments and Asset Management team is looking for a Senior Director, Real Estate Investments and Asset Management. In collaboration with various teams throughout the organization, your principal mission will be to achieve an optimal return by enhancing...

  • Senior Analyst, Corporate Accounting and Financial Reporting

    2 months ago

    Montreal, Quebec, G4F, CA PSP’s Private Debt & Credit Investment group Full time

    Senior Analyst, Corporate Accounting and Financial ReportingApplyLocation: MontrealEmployment Type: Full-timePosted: 6 Days AgoJob Requisition ID: R3794ABOUT USWe’re one of Canada’s largest pension investment managers, with CAD$264.9 billion of net assets as at March 31, 2024. We invest funds for the pension plans of the federal public service,...

  • Senior Director, Real Estate Investments and Asset Management

    2 months ago

    Montreal, Quebec, G4F, CA iA Financial Group Full time

    Senior Director, Real Estate Investments and Asset ManagementEmployer: Industrial Alliance Investment Management Inc.Office: 2200 McGill College AvenueJob category: Business Administration, Finance and AccountingThe Real Estate Investments and Asset Management team is looking for a Senior Director, Real Estate Investments and Asset Management. In...

  • Senior Director, Real Estate Investments and Asset Management

    2 months ago

    Montreal, Quebec, G4F, CA Industrial Alliance Insurance Full time

    Description iA Global Asset Management / Montreal / Hybrid / French & English The Real Estate Investments and Asset Management team is looking for a Senior Director, Real Estate Investments and Asset Management. In collaboration with various teams throughout the organization, your principal mission will be to achieve an optimal return by enhancing the...

  • Portfolio Manager Quantitative Investment

    2 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...

  • Business Conduct Compliance Examiner

    2 months ago

    Montreal, Quebec, G4F, CA Canadian Investment Regulatory Organization Full time

    Description Position Title: Business Conduct Compliance Examiner (ID) Department:Business Conduct Compliance Location: Montreal Status:Permanent, Full-time (Hybrid) As a self-regulatory organization, Canadian Investment Regulatory Organization (CIRO) takes our responsibility of setting high-quality regulatory and investment industry standards seriously,...

  • Senior Analyst, Sustainability and Climate Innovation

    1 month ago

    Montreal, Quebec, G4F, CA Invest PSP Full time

    ABOUT USWe’re one of Canada’s largest pension investment managers, with CAD$264.9 billion of net assets as at March 31, 2024. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in...

  • Senior Advisor Taxation

    1 week ago

    Montreal, Quebec, G4F, CA National Bank Full time

    A career in accounting and taxation at National Bank means contributing to the Bank's transformation and having a direct impact on clients. As a Senior Advisor - Taxation, you will work in a complex sector to help understand business issues and respond to the needs of different stakeholders to support the implementation of important initiatives. National...

  • Fund Accounting

    2 months ago

    Montreal, Quebec, G4F, CA State Street Full time

    Hedge Fund Accounting Senior Associate Who we are looking for We are looking for bright, enthusiastic and hard-working individuals with a keen interest in learning about and accounting for complex investment transactions and structures in a dynamic, challenging and fast-paced work environment. Your success will be facilitated by the leading-edge technology...

  • Senior Consultant, Government Grants

    1 month ago

    Montreal, Quebec, G4F, CA Ryan Full time

    Why Ryan?Hybrid and remote work optionsAward-winning cultureGenerous personal time off (PTO) benefits14 weeks of parental leave top-up (adoption included)Monthly gym membership OR gym equipment reimbursementHealth and dental benefit eligibility effective day oneRRSP with employer matchTuition reimbursement after one year of serviceThe Senior Consultant,...

  • (Senior) Auditor

    1 month ago

    Montreal, Quebec, G4F, CA Levy Pilotte S.E.N.C.R.L. Full time

    Based in Montreal, near the Snowdon subway station, Levy Pilotte fuses its heritage to updated know-how, adapted to its clients' needs. We are recognized, since the early 1940s, for the quality of our services, for the thoroughness and professionalism of our team and our integrated personalized service. As a partnership of eight partners and some fourty...

  • Senior Manager, Workforce Planning and Analytics

    2 months ago

    Montreal, Quebec, G4F, CA PSP Investments Full time

    ```html EXPERIENCE THE EDGE At PSP, we encourage our employees to grow, forge powerful relationships, contribute and fuel inspired investment launchpads. We are committed to a culture that fosters collaboration and allows us to think beyond, in an interconnected way. We advocate for our employees to speak up, learn, experiment, share, and be part of a...

  • Senior Financial Advisor

    4 weeks ago

    Montreal, Quebec, G4F, CA Scotiabank Full time

    Join 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 the Canadian Banking Branch network, your focus is to provide exceptional service...

  • Senior Financial Advisor

    4 weeks ago

    Montreal, Quebec, G4F, CA Scotiabank Full time

    Join 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 the Canadian Banking Branch network, your focus is to provide exceptional service...

  • Senior Client Engagement Manager

    2 months ago

    Montreal, Quebec, G4F, CA FHLB Des Moines Full time

    Senior Client Engagement Manager page is loaded Senior Client Engagement Manager Apply locations Canada - Montreal Canada - Quebec - Home Office time type Full time posted on Posted 2 Days Ago job requisition id R1372-24 Are you looking for a unique opportunity to be a part of something great? Want to join a 20,000-member team that works on the technology...

  • Senior Systems Architect to develop and define technical architecture for the configuration and[]

    4 weeks ago

    Montreal, Quebec, G4F, CA S.i. Systems Full time

    ```html Position: Senior Systems Architect (REMOTE) Our client is seeking a Senior Systems Architect to develop and define technical architecture for the configuration and integration of Dynamics CRM, Power Platform, and Azure Cloud within the insurance industry. Must Haves: 8+ years of experience as a Systems Architect 3+ years in a lead or team management...

  • Senior Product Owner

    1 month ago

    Montreal, Quebec, G4F, CA Equisoft Full time

    Senior Product Owner What is Equisoft? Equisoft is a global provider of digital solutions for insurance and investment, recognized by over 250 of the world's leading financial institutions. We offer a comprehensive ecosystem of scalable solutions that help our customers meet all the challenges brought about by this era of digital transformation, thanks...

  • Senior Advisor Strategic Planning

    2 months ago

    Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Senior Advisor, Strategic Planning in the Initiative Portfolio Management and Business Strategy team at National Bank, means acting as an orchestrator of the strategic planning cycle and the business plan for Wealth Management. This position allows you to have a positive impact on our organization and contribute actively to the Wealth...

  • Senior Analyst Business Performance

    2 months ago

    Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Senior Analyst, Business Performance in the Initiative Portfolio Management and Business Strategy team at National Bank, means acting as an expert in analyzing and monitoring the progress of the business plan and the portfolio of strategic initiatives for Wealth Management. This position allows you to have a positive impact on our organization...

  • Senior Advisor Capacity Management

    2 months ago

    Montreal, Quebec, G4F, CA National Bank Full time

    As a Senior Advisor, in the Strategy, Performance and Portfolio Management team at National Bank, you’ll work with the Operations Commercial Banking and Operations Investments teams by using your expertise to help improve their performance and efficiency. Your role Be an expert advisor on capacity management for the Vice-Presidents Use your influence for...

Senior Investment

4 months ago

Montreal Quebec GF, CA Scotiabank Full time

Requisition ID: 200216

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 Trainee, 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 English-speaking clientele.

Location(s): Canada : Quebec : Montreal

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.