Senior Investment

4 weeks ago

Québec, Canada Scotiabank Full time

Requisition ID: 198422

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 English-speaking clientele.

Location(s): Canada : Ontario : Ottawa

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.

  • Senior Analyst, Private Equity and Infrastructure

    1 week ago

    Québec, Quebec, Canada Industrial Alliance Investment Management Inc. Full time

    Job Title: Senior Analyst, Private Equity and InfrastructureWelcome to the opportunity to be part of the iA Global Asset Management (iAGAM) team, a member of iA Financial Group, a leading investment management group in Canada, where we are actively looking for a candidate to join us as a Senior Analyst, Private Equity and Infrastructure. If you dream of...

  • Senior Analyst, Private Equity and Infrastructure

    3 weeks ago

    Québec City, Canada Industrial Alliance Investment Management Inc. Full time

    Description Depending on the candidate’s seniority, they may be asked to accept the title of either Senior Analyst or Associate Director. Dream of joining a dynamic and passionate team in the private equity and infrastructure sector? Now’s your chance to be a part of the iA Global Asset Management (iAGAM) team—a member of iA Financial Group, a...

  • Senior Analyst, Investment Risk

    3 weeks ago

    Québec, Quebec, Canada Industrial Alliance Insurance and Financial Services Inc. - iA Financial Group Full time

    Job DescriptionActuarial / Investment / Risk Management / Python / Quebec / Montral / Hybrid We are looking for an enthusiastic individual to join our fast-growing Investment Risk team to tackle new challenges in a continuous improvement environment.As a member of the Investment Risk team, you will be contributing to the running, development, and maintenance...

  • Senior Analyst, Investment Risk

    1 month ago

    Québec, Quebec, Canada Industrial Alliance Insurance and Financial Services Inc. - iA Financial Group Full time

    Job DescriptionActuarial / Investment / Risk Management / Python / Quebec / Montral / Hybrid We are looking for an enthusiastic individual to join our fast-growing Investment Risk team to tackle new challenges in a continuous improvement environment.As a member of the Investment Risk team, you will be contributing to the running, development, and maintenance...

  • Um - Buyer, Investment

    3 weeks ago

    Québec, Canada IPG Mediabrands Full time

    General information **Agency**:UM **Function**:Investment **Location**:Montreal, Canada **Job Ref#**:16877 - Description & Requirements **Position Summary** The role of a Buyer, Investment is to prepare, negotiate and document the execution of client’s media buys within their buying group, as well as prepare or assist the Supervisor/Manager in...

  • Investment Specialist, Mutual Funds

    1 week ago

    Québec, Quebec, Canada BMO Financial Group Full time

    VIRTUAL6- HomeRes - QC - BMO XXXXX Quebec,X0X 0X0Language requirements for the role: Strong verbal and written languages skills in both French and EnglishExpected start date :February 2024One of these certifications is required for the start date:CSC or IFICHours of operation: Monday to Friday between 8AM and 6PMUnderstands customer needs and provides wealth...

  • Senior Underwriter, Commercial Insurance

    1 week ago

    Québec, Quebec, Canada Northbridge Financial Corporation Full time

    What it's like to be a Northbridge Senior Underwriter Our Senior Underwriters provide complete solutions for our commercial mid-market businesses. They work closely with a wide range of broker partners to get a holistic picture of each risk and make underwriting decisions that make sense for all parties. They are passionate about maintaining strong...

  • Senior Developer

    1 week ago

    Québec Province, Canada ALLTECH CONSULTING SVC INC Full time

    Level 4Job Description: Company and Department Profile: We are a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Technology works as a strategic partner with our business units and the world's leading technology companies to redefine how we do business in...

  • Senior Director, financial and actuarial services, Individual Insurance, Savings and Retirement

    1 week ago

    Québec, Quebec, Canada iA Financial Group Full time

    Senior Director, financial and actuarial services, Individual Insurance, Savings and RetirementOther Possible Location(s): Toronto, Ontario; Montreal, Quebec Individual insurance / Life insurance / Savings & retirement / Quebec City / Montreal / Toronto / telework Take a step forward in your career at iA Financial Group by highlighting your skills and...

  • Senior Estate Planning Advisor

    23 hours ago

    Québec City, Canada National Bank Full time

    Attendance Hybrid Job Number 21577 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 25-Jun-2024 Location: Quebec, Quebec City Quebec Province/State Quebec Area of Interest: Wealth management A career as a Senior Estate Planning Advisor at National Bank Financial (NBF)...

  • Senior Financial Consultant

    1 week ago

    Québec City, Canada Scotiabank Full time

        Requisition ID: 195360 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team. in Kelowna. Reporting to the Regional...

  • Senior Director, Risk Management and Compliance, Individual Insurance, Savings and Retirement

    3 weeks ago

    Québec, Quebec, Canada Industrial Alliance Insurance and Financial Services Inc. - iA Financial Group Full time

    Job DescriptionPurpose of this roleThe successful candidate will be responsible, in accordance with our policies, for developing and implementing an effective risk management and compliance framework that supports Individual Insurance, Savings and Retirement in the pursuit of its objectives. They will not be responsible for the distribution network but will...

  • Senior Director, Risk Management and Compliance, Individual Insurance, Savings and Retirement

    1 month ago

    Québec, Quebec, Canada Industrial Alliance Insurance and Financial Services Inc. - iA Financial Group Full time

    Job DescriptionPurpose of this roleThe successful candidate will be responsible, in accordance with our policies, for developing and implementing an effective risk management and compliance framework that supports Individual Insurance, Savings and Retirement in the pursuit of its objectives. They will not be responsible for the distribution network but will...

  • Manager, Consolidation

    2 weeks ago

    Québec, Canada Ivanhoe Cambridge Full time

    We invest globally and act locally for a sustainable impact in communities As a global real estate industry leader, our mission is to generate long-term value for our 6 million depositors in Quebec and to have a positive environmental and social impact on both the people who work for us and the businesses that call our properties home. We develop and invest...

  • Senior Manager, Compliance

    21 hours ago

    Québec City, Canada IG Wealth Management Full time

    Responsibilities : Manage, coach and prioritize workload for a team of registered Tier 1 Compliance Managers to ensure all regulatory and internal policy requirements are being met, including daily and other periodic reviews, account and KYC update approvals, outside activity reviews, onboarding activities, social media supervision and more. Monitor...

  • Institutional Equity Research Associate

    1 week ago

    Québec, Quebec, Canada Stifel Nicolaus Canada Inc. Full time

    Summary_Reporting to a Senior Analyst, the Associate's role is to assist with the preparation of equity research publications, develop and maintain financial models, complete ad hoc research requests, and generally assist the Analyst in all aspects of equity research. The Associate is responsible for developing a well-rounded understanding of the assigned...

  • Analyst, Asset Liability Management

    3 weeks ago

    Québec, Quebec, Canada Industrial Alliance Insurance and Financial Services Inc. - iA Financial Group Full time

    Job DescriptionNew grad / Asset liability management / ALM / Quantitative finance / Investment strategies / Python / Canada / HybridReporting 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...

  • Analyst, Asset Liability Management

    1 month ago

    Québec, Quebec, Canada Industrial Alliance Insurance and Financial Services Inc. - iA Financial Group Full time

    Job DescriptionNew grad / Asset liability management / ALM / Quantitative finance / Investment strategies / Python / Canada / HybridReporting 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...

  • Senior Director, financial and actuarial services, US Dealer Services

    1 week ago

    Québec, Quebec, Canada iA Financial Group Full time

    Senior Director, financial and actuarial services, US Dealer Services Business Administration, Finance and Accounting This newly created role is part of the transformation of the organizational model of the CFO's corporate services. S. dealer services industry and the CFO corporate teams. Your contribution will be valued within an organization that has...

  • Senior Estate Planning Advisor

    3 days ago

    Québec City, Canada NBC Full time

    Area of Interest: Wealth management ...