Senior Investment

18 hours ago

Boisbriand, Canada Accelerate Her Future® Full time

Description Requisition ID: 244165 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 Skills 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 Location(s): Canada : Quebec : Boisbriand 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

  • Senior Investment

    2 weeks ago

    Boisbriand, Quebec, Canada Scotiabank Full time

    Requisition ID: 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...

  • Senior Investment

    6 days ago

    Boisbriand, Canada Scotiabank Full time

    A leading financial institution is seeking a Senior Investment & Personal Banking Specialist in Boisbriand, Quebec. You will focus on delivering exceptional service and customized financial solutions to clients. The ideal candidate has a minimum of two years experience in selling financial products and excels at relationship building. This role offers...

  • Senior Investment

    6 days ago

    Boisbriand, Canada Scotiabank Full time

    A leading financial institution is seeking a Senior Investment & Personal Banking Specialist in Boisbriand, Quebec. You will focus on delivering exceptional service and customized financial solutions to clients. The ideal candidate has a minimum of two years experience in selling financial products and excels at relationship building. This role offers...

  • Senior Investment

    1 week ago

    Boisbriand, Canada Scotiabank Full time

    A leading bank in the Americas seeks a Senior Investment & Personal Banking Specialist in Boisbriand, Quebec. In this customer-centric role, you will deliver exceptional service by providing trusted financial advice and personalized solutions. Candidates should have a minimum of two years in financial sales, a license to sell mutual funds, and a commitment...

  • Senior Investment

    1 week ago

    Boisbriand, Canada Scotiabank Full time

    A leading bank in the Americas seeks a Senior Investment & Personal Banking Specialist in Boisbriand, Quebec. In this customer-centric role, you will deliver exceptional service by providing trusted financial advice and personalized solutions. Candidates should have a minimum of two years in financial sales, a license to sell mutual funds, and a commitment...

  • Senior Investment

    6 days ago

    Boisbriand, Canada Scotiabank Full time

    Select how often (in days) to receive an alert: Title: Senior Investment & Personal Banking Specialist-Faubourg Boisbriand, Quebec Requisition ID: 244165 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...

  • Senior Investment

    2 days ago

    Boisbriand, Canada Scotiabank Full time

    Select how often (in days) to receive an alert: Title: Senior Investment & Personal Banking Specialist-Faubourg Boisbriand, Quebec Requisition ID: 244165 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...

  • Senior Wealth

    18 hours ago

    Boisbriand, Canada Accelerate Her Future® Full time

    A leading financial institution is seeking a Senior Investment & Personal Banking Specialist in Boisbriand, Canada. In this role, you'll provide exceptional customer service and comprehensive financial solutions, helping clients achieve their financial goals. You should have at least two years of experience in investment sales and a license to sell mutual...

  • Financial Analyst Fp&a

    7 days ago

    Boisbriand, Canada Sécurité Polygon Full time

    Are you an enthusiastic and methodical person with a good team spirit and passionate about the field of finance and accounting? Are you a curious person with an analytical mind, not afraid to take on new challenges? Our financial analyst position could offer you the challenges you are looking for. Reporting to the Director of Finance and Accounting,...

  • Technology Enterprise Architect

    3 weeks ago

    Boisbriand, Canada KPMG Canada Full time

    Join to apply for the Technology Enterprise Architect role at KPMG Canada 2 weeks ago Be among the first 25 applicants Join to apply for the Technology Enterprise Architect role at KPMG Canada OverviewAt KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause turning insight into opportunity for clients and...