Current jobs related to Personal Banking Specialist; Investment - Montréal - Scotiabank

  • Personal Banking Specialist, Investment

    3 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 174301 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an Investment & Personal Banking Specialist, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding...

  • Investment & Personal Banking Specialist - Lachine

    3 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 199310 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an 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...

  • Investment & Personal Banking Specialist - Parc &

    4 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 188828 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an 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...

  • Investment & Personal Banking Specialist Queen Mary

    4 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 169916 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an 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...

  • Financial Services Specialist

    2 weeks ago

    Montréal-Ouest, Quebec, Canada Scotiabank Full time

    About the RoleAs a Financial Services Specialist, you will be responsible for providing exceptional service to customers, connecting with them in a relatable way, and delivering trusted financial advice.Key Responsibilities:Develop and maintain strong relationships with customers, understanding their financial needs and goals.Provide expert advice on...

  • Financial Services Specialist

    2 weeks ago

    Montréal-Ouest, Quebec, Canada Scotiabank Full time

    About the RoleAs a Financial Services Specialist, you will be responsible for providing exceptional service to customers, connecting with them in a relatable way, and delivering trusted financial advice.Key Responsibilities:Develop and maintain strong relationships with customers, understanding their financial needs and goals.Provide expert advice on...

  • Investment Banking Specialist

    5 days ago

    Montréal-Ouest, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated Investment & Personal Banking Specialist to join our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional service to our customers, building strong relationships, and driving business growth.Key Responsibilities:Deliver trusted financial advice and...

  • Investment Banking Specialist

    5 days ago

    Montréal-Ouest, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated Investment & Personal Banking Specialist to join our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional service to our customers, building strong relationships, and driving business growth.Key Responsibilities:Deliver trusted financial advice and...

  • Personal Banking Associate

    2 months ago

    Montréal, Canada BMO Financial Group Full time

    9440 boul Lacordaire, Bldg D Montreal Quebec,H1R 0C4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banking Associate

    3 months ago

    Montréal, Canada BMO Financial Group Full time

    1205 Ste-Catherine Street West Montreal Quebec,H3B 2K7 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banking Associate

    3 months ago

    Montréal, Canada BMO Financial Group Full time

    5145, chemin-Cote des-Neiges Montreal Quebec,H3T 1X9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banking Associate

    3 months ago

    Montréal, Canada BMO Financial Group Full time

    1601 rue Sherbrooke Ouest Montreal Quebec,H3H 1E2 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banking Associate

    4 months ago

    Montréal, Canada BMO Financial Group Full time

    288 rue Saint-Georges St-Jerome Quebec,J7Z 5A6 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Personal Banking Associate

    4 months ago

    Montréal, Canada BMO Financial Group Full time

    119 rue St-Jacques ouest Montreal Quebec,H2Y 1L6 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banking Associate

    4 months ago

    Montréal, Canada BMO Financial Group Full time

    6521-6525, boulevard Decarie Montreal Quebec,H3W 3E3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banking Associate

    4 months ago

    Montréal, Canada BMO Financial Group Full time

    7189, boulevard Newman Montreal Quebec,H8N 2K3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired...

  • Personal Banking Associate

    4 months ago

    Montréal, Canada BMO Financial Group Full time

    61 boul Rene-Levesque ouest Montreal Quebec,H2Z 1A3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banking Associate

    4 months ago

    Montréal, Canada BMO Financial Group Full time

    2099 boulevard Marcel-Laurin Montreal Quebec,H4R 1K4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banking Associate

    4 months ago

    Montréal, Canada BMO Financial Group Full time

    6951 chemin Cote St-Luc Cote-Saint-Luc Quebec,H4V 1J2 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banking Associate

    4 months ago

    Montréal, Canada BMO Financial Group Full time

    6521-6525, boulevard Decarie Montreal Quebec,H3W 3E3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

Personal Banking Specialist; Investment

4 months ago

Montréal, Canada Scotiabank Full time

Requisition ID: 192807

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

**About the role**:
As an Investment & Personal Banking Specialist, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers. Your primary role is to establish/deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners.

**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 regarding complex investment and retirement planning to customers
- Be results-driven by taking a proactive approach to discovering our customers’ needs, listening to understand what they are looking for
- Conduct comprehensive reviews for assigned customers including retirement planning, wealth accumulation and estate planning utilizing financial planning skills to create customized financial strategies and solutions
- Be highly engaged, educating customers, providing relevant insights and expert advice
- 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**:

- Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
- A minimum three years experience of financial planning and investment sales experience
- Demonstrated sales management experience and the ability to market Scotiabank
- Ability to cultivate strong relationships with customers, peers and partners

**What’s in it for you?**
- A competitive compensation and benefits package tailored for the Investment & Personal Banking Specialist, Investment & Retirement Planning role
- Ability to make a lasting impact on an assigned book of customers
- An inclusive culture where we value and recognize our employees’ contributions
- An organization committed to making a difference in our communities - for you and your customers

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.