Senior Investment
3 weeks ago
Senior Investment & Personal Banking Specialist – Fairview, QC Requisition ID: 246545 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. Key Responsibilities 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 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 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 Skills 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 Location Canada: Quebec: Montreal Seniority level Associate Employment type Full‑time Job function Finance and Sales Industries Banking 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. #J-18808-Ljbffr
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Senior Analyst, Natural Resources Investments
2 weeks ago
Montreal (administrative region), Canada PSP’s Private Debt & Credit Investment (PDCI) group Full timeA leading pension investment group is seeking an Analyst/Senior Analyst for Natural Resources Investments in Montreal. Responsibilities include performing investment analysis, conducting due diligence, and managing investments across Timber, Agriculture, and other industries. Candidates should hold a university degree and have 2-4 years of relevant...
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Montreal (administrative region), Canada PSP’s Private Debt & Credit Investment (PDCI) group Full timeAnalyst / Senior Analyst, Natural Resources Investments page is loaded## Analyst / Senior Analyst, Natural Resources Investmentslocations: Montrealtime type: Full timeposted on: Posted 3 Days Agojob requisition id: R4631We’re one of Canada’s largest pension investors, with CAD$299.7 billion of net assets as of March 31, 2025.We invest funds for...
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Senior Investment Associate
3 weeks ago
Montreal (administrative region), Canada Cold Start Full timeAbout Cold Start Ventures Cold Start is seeking a Senior Investment Associate to support our next generation of category-defining companies. Each company we help launch is backed by leading VCs with committed capital from day one. Our ventures leverage a proven playbook that drives significantly higher success rates than industry averages, resulting in a...
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Senior Investment Associate
3 weeks ago
Montreal (administrative region), Canada Cold Start Full timeAbout Cold Start Ventures Cold Start is seeking a Senior Investment Associate to support our next generation of category-defining companies. Each company we help launch is backed by leading VCs with committed capital from day one. Our ventures leverage a proven playbook that drives significantly higher success rates than industry averages, resulting in a...
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Senior Analyst, Infrastructure Investments
3 weeks ago
Montreal, Canada PSP’s Private Debt & Credit Investment (PDCI) group Full timeWe’re one of Canada’s largest pension investors, with CAD$299.7 billion of net assets as of March 31, 2025.We invest funds for thepension plans of thefederalpublicservice, the Canadian Forces, theRoyal Canadian Mounted Police andthe ReserveForce. Headquartered in Ottawa, PSP Investments has its principal business office in Montréal and offices in New...
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Montreal (administrative region), Canada PSP’s Private Debt & Credit Investment (PDCI) group Full timeDirector, Public Relations and Government Affairs, Canada Growth Fund Investment Management page is loaded## Director, Public Relations and Government Affairs, Canada Growth Fund Investment Managementlocations: Montreal: Ottawatime type: Full timeposted on: Posted Yesterdayjob requisition id: R4657We’re one of Canada’s largest pension...
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Montreal (administrative region), Canada PSP’s Private Debt & Credit Investment (PDCI) group Full timeDirector, Public Relations and Government Affairs, Canada Growth Fund Investment Management page is loaded## Director, Public Relations and Government Affairs, Canada Growth Fund Investment Managementlocations: Montreal: Ottawatime type: Full timeposted on: Posted Yesterdayjob requisition id: R4657We’re one of Canada’s largest pension...
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Montreal (administrative region), Canada PSP’s Private Debt & Credit Investment (PDCI) group Full timeDirector, Public Relations and Government Affairs, Canada Growth Fund Investment Management page is loaded## Director, Public Relations and Government Affairs, Canada Growth Fund Investment Managementlocations: Montreal: Ottawatime type: Full timeposted on: Posted Yesterdayjob requisition id: R4657We’re one of Canada’s largest pension investors, with...
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Senior Investment
3 weeks ago
Montreal (administrative region), Canada Scotiabank Full timeA leading bank in the Americas is looking for a Senior Investment & Personal Banking Specialist in Montreal. The successful candidate will provide exceptional service and tailored financial solutions, focusing on client relationships. Requirements include at least two years of sales experience in investment and credit products, as well as a license to sell...
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Senior Investment
3 weeks ago
Montreal (administrative region), Canada Scotiabank Full timeA leading bank in the Americas is looking for a Senior Investment & Personal Banking Specialist in Montreal. The successful candidate will provide exceptional service and tailored financial solutions, focusing on client relationships. Requirements include at least two years of sales experience in investment and credit products, as well as a license to sell...
