Investment & Personal Banking Specialist (Plaza

5 months ago


Gatineau, Canada Scotiabank Full time

Requisition ID: 195079

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 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
- Educate customers, providing relevant insights and expert advice
- Create financial plans, leveraging relevant financial planning tool modules and select advice based tools and resources
- Understand the importance of being 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**:

- 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
- Ability to make a lasting impact on 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
- You will have an assigned book of mid-affluent customers and the ability to build on this book with growth potential customers
- You’ll receive clear transparent criteria to progress in your career

Location(s): Canada : Quebec : Gatineau

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.



  • Gatineau, Canada Scotiabank Full time

    Requisition ID: 205230 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...

  • Bilingual Investment

    2 months ago


    Gatineau, Canada Scotiabank Full time

    Requisition ID: 208324 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...


  • Gatineau, Canada Scotiabank Full time

    Requisition ID: 195938 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Investment & Personal Banking Specialist At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and...

  • Bilingual Investment

    2 months ago


    Gatineau, Canada Scotiabank Full time

       Requisition ID: 209009Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleAs 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...


  • Gatineau, Canada BMO Financial Group Full time

    99, boulevard de l'Hopital Gatineau Quebec,J8T 7V1 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...


  • Gatineau, Canada Scotiabank Full time

    Requisition ID: 170085 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...

  • Investment Specialist

    6 months ago


    Gatineau, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Gatineau, Quebec, Canada Royal Bank of Canada> Full time

    Company OverviewThe Royal Bank of Canada is a leading financial institution committed to delivering exceptional banking services to our clients. We foster an inclusive and diverse work environment, promoting innovation and growth.SalaryWe offer a competitive salary range of $60,000 - $80,000 per year, commensurate with experience.Job DescriptionIn this...


  • Gatineau, Quebec, Canada Royal Bank of Canada Full time

    Job Opportunity OverviewWe are seeking a highly skilled and experienced Expert Banking Advisor to join our team at the Royal Bank of Canada. This is a unique opportunity to work with high-value clients, building long-term relationships and providing expert advice on various financial products and services.Key ResponsibilitiesConsistently demonstrate empathy...


  • Gatineau, Canada TD Bank Full time

    **Personal Banking Associate - Gatineau Lorrain & Verendrye**: - 424659BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 1328 Boulevard de la Verendrye Est (Gatineau) **Employment Type** - Regular **City** - Gatineau **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** -...

  • Banking Advisor

    16 hours ago


    Gatineau, Canada RBC Full time

    Job Summary Job Description ***This is an opportunity for candidates to express their interest in current and future positions in Outaouais locations*** What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills tomaximize each client interaction. Specifically, you help clients with their...

  • Banking Advisor

    6 months ago


    Gatineau, Canada National Bank Full time

    Youtube Video A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people-centric experience for branch clients.   Your job: ...


  • Gatineau, Canada The Toronto-Dominion Bank (Canada) Full time

    Description : Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking...

  • Banking Advisor

    6 months ago


    Gatineau, Canada National Bank Full time

    Youtube VideoA career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people-centric experience for branch clients.   Your job: ...

  • Banking Advisor

    10 hours ago


    Gatineau, Canada RBC Full time

    Job SummaryJob Description ***This is an opportunity for candidates to express their interest in current and future positions in Outaouais locations***What is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills tomaximize each client interaction. Specifically, you help clients with their...


  • Gatineau, Quebec, Canada Royal Bank of Canada> Full time

    Expert Banking AdvisorWe are seeking an experienced Banking Financial Advisor to join our team in Gatineau, Canada. This is a full-time position with a salary range of $60,000 - $100,000 per year, depending on experience.About the RoleIn this role, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and...

  • Banking Advisor

    1 week ago


    Gatineau, Canada National Bank Full time

    Attendance On-Site Job number 23604 Category Support Status: Temporary 12 months Type of Contract Temporary Number of months 12 months Schedule: Part-Time 35 hours Full Time / Part Time? Part-Time Number of Hours 35 Posting date 22-Nov-2024 Location: Gatineau, Quebec City Gatineau Province/State Quebec Area of Interest: Advisory services, Personal banking A...


  • Gatineau, Canada Banque Scotia Full time

    Numéro de la demande: 205230 Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement. **À propos du role**: En tant que conseiller des services bancaires, votre approche est axée sur les clients et vous êtes en mesure d’établir facilement des liens avec eux. Acteur essentiel du...


  • Gatineau, Canada Scotiabank Full time

    Requisition ID: 208210 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial...

  • Personal Banker

    6 months ago


    Gatineau, Canada BMO Financial Group Full time

    99, boulevard de l'Hopital Gatineau Quebec,J8T 7V1 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...