Investment Banking Analyst

4 days ago

Montreal, Canada Scotiabank Full time
p>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.

Provide a full range of customized financial solutions using a financial planning approach.Understand customers’ financial goals and preferences, analyze their needs, and recommend the appropriate strategies and solutions to help them achieve their goals.Focus on complex solutions and comprehensive financial planning.

We’d love to work with you if you have:

  1. A minimum of two years of related experience selling investment and credit products.
  2. A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent).

    - A competitive compensation and benefits package customized for Retail Banking.

    - An organization committed to making a difference in our communities – for you and your customers.

    - Ability to provide complex solutions and comprehensive financial planning.

    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 online to be considered for this role.

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