Investment Specialist Associate
2 weeks ago
Requisition ID: 148365
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
**Investment Specialist Associate**
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 build long-lasting client relationships - with the goal to progress into an Investment Specialist within one
year.
**Key Accountabilities**
- Learn and master the skills to promote the development and sustainable growth of proprietary investment business by:
- Developing and implementing a structured business development strategy
- Developing strategic sales plans for prospects and existing clients
- Conducting outbound communications and cold-calling to prospects to remain top-of-mind for future business opportunities
- Providing clients with an initial review of their existing financial plan or creating a new financial plan
- Conducting complimentary needs analysis across several financial statements, including competitor statements
- Conducting market research to understand market trends
- Building and maintaining a market profile in the assigned market area
- Participating in local professional and community events and associations to develop your network
- Identifying opportunities to deliver community information sessions and financial seminars to grow prospects
- Networking with investment industry specialists while managing a small budget for independent marketing-based activities
- Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate Wealth Management partners
- Facilitating a culture of open and honest communication by actively participating and contributing to one-on-one touch bases and meetings with team members
**Desired Skills & Experience**
- Post-secondary education in Business or related field
- Mutual Fund License
- IQPF Designation or in the process of obtaining it
- Highly effective verbal and written communication skills
- Ability to work independently as a self-motivated entrepreneur
- An understanding of the Brokerage / Wealth Management and Online Brokerage environments
- A valid driver's license and access to a vehicle, in order to travel to meet clients and prospects within the designated district
- Second language an asset depending on target markets
Location(s): Canada : Quebec : Dollard-des-ormeaux || Canada : Quebec : Laval || Canada : Quebec : Montreal || Canada : Quebec : Montreal-nord
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.
-
Investment Specialist Associate
4 weeks ago
Dollard-Des Ormeaux, Canada Scotiabank Full timeRequisition ID: 148365 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Investment Specialist Associate** 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...
-
Investment Specialist Associate
5 days ago
Dollard-Des Ormeaux, Quebec, Canada Scotiabank Full timeRequisition ID: 148365Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Investment Specialist AssociateAs 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...
-
Investment & Personal Banking Specialist Dollard
4 weeks ago
Dollard-Des Ormeaux, Canada Scotiabank Full timeRequisition ID: 164930 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...
-
Computer Sales Associate
2 weeks ago
Dollard-Des Ormeaux, Canada Best Buy Full timeAre you passionate about working with people and technology? We are hiring immediately for a Sales Associate, which we call an Advisor at Best Buy. As a Sales Associate, you will be the face of Best Buy for everyone who visits our stores. No experience required, we will equip you with the skills and knowledge to confidently assist our customers. Join us...
-
Decedent Care Specialist
1 week ago
Dollard-Des Ormeaux, Canada Arbor Memorial Inc Full timeHow many careers value compassion the same way they do knowledge and expertise? We do things differently at Arbor Memorial. Here, we focus on caring for others, on empathy, and on celebrating people in personalized ways. You’ll have our support as you serve families based on what matters most, every single day. You’ll gain valuable experience to advance...
-
Customer Experience Associate
2 weeks ago
Dollard-Des Ormeaux, Canada Scotiabank Full timeRequisition ID: 183142 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 Banking Associate
2 months ago
Dollard-Des Ormeaux, Canada BMO Financial Group Full time3761 boul des Sources Dollard des Ormeaux Quebec,H9B 2K4 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...
-
Personal Banking Associate
2 weeks ago
Dollard-Des Ormeaux, Canada BMO Financial Group Full time3761 boul des Sources Dollard des Ormeaux Quebec,H9B 2K4 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...
-
Quality Assurance Specialist
2 months ago
Dollard-Des Ormeaux, Canada MedXL Full time**Job summary** **Main responsibilities**: - Performs the revision of production documents in accordance with internal procedures and GMP’s. - Ensure the continuous flow of processes associated with the manufacture and/or packaging of finished products and the intermediate stages. - Issues certificates of compliance and required documentation upon...
-
Associé(E) Principal(E) Aux Ventes
2 months ago
Dollard-Des Ormeaux, Canada Best Buy Full timeAre you passionate about working with people and technology? We are hiring immediately for a Senior Sales Associate, which we call a Senior Advisor at Best Buy. As a Senior Sales Associate, you will be the face of Best Buy for everyone who visits our stores. We will equip you with the skills and knowledge to confidently assist our customers. Join us and...
-
Personal Banking Associate Trainee
3 weeks ago
Dollard-Des Ormeaux, Canada TD Bank Full time406018BR Retail Banking - Financial Services Dollard-des-ormeaux, QC April 12, 2023 Company Overview Department Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...
-
Personal Banking Associate Trainee
3 weeks ago
Dollard-Des Ormeaux, Canada TD Bank Full time**TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...
-
Customer Experience Associate
4 weeks ago
Dollard-Des-Ormeaux, Canada Scotiabank Part timeRequisition ID: 197744 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...
-
Associé(E) Des Ventes Au Détail
3 weeks ago
Dollard-Des Ormeaux, Canada Best Buy Full timeAre you passionate about working with people and technology? We are hiring immediately for a Sales Associate, which we call an Advisor at Best Buy. As a Sales Associate, you will be the face of Best Buy for everyone who visits our stores. No experience required, we will equip you with the skills and knowledge to confidently assist our customers. Join us...
-
Associé(E) Des Ventes Au Détail
3 weeks ago
Dollard-Des Ormeaux, Canada Best Buy Full timeAre you passionate about working with people and technology? We are hiring immediately for a Sales Associate, which we call an Advisor at Best Buy. As a Sales Associate, you will be the face of Best Buy for everyone who visits our stores. No experience required, we will equip you with the skills and knowledge to confidently assist our customers. Join us...
-
Balloon Specialist
4 weeks ago
Dollard-Des Ormeaux, Canada Party Planet Group Full timeMakes balloon bouquets - Makes balloon arches - Serves customers by helping them select products. - Drives sales through engagement of customers, suggestive selling, and sharing product knowledge. - Greets and receives customers in a welcoming manner. - Responds to customers’ questions. - Directs customers by escorting them to racks and counters. -...
-
Banking Advisor
1 day ago
Dollard-Des Ormeaux, Canada National Bank of Canada Full time**Primary Locations**:Dollard-des-Ormeaux, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: A career as a Banking Advisor at National Bank is a 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...
-
Banking Advisor
4 weeks ago
Dollard-Des Ormeaux, Canada National Bank of Canada Full time**Attendance** On-Site **Job Number** 15929 **Category** Professionnal **Status**: Permanent**Schedule**: Full-Time**Posting date** 20-Jul-2023 **Location**: Dollard-Des-Ormeaux, Quebec**Area of Interest**: Advisory services, Personal bankingsA career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and...
-
Mortgage Specialist
3 weeks ago
Dollard-Des Ormeaux, Canada Scotiabank Full timeRequisition ID: 165494 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. At Scotiabank we are committed to being the institution of choice in the financial sector, providing superior products and services, and being a good corporate citizen to the benefit of our customers, shareholders, and staff. Our...
-
Banking Advisor
4 weeks ago
Dollard-des-Ormeaux, Canada National Bank Full timeAttendance On-Site Job Number 21015 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 13-May-2024 Location: Dollard-Des-Ormeaux, Quebec City Dollard-Des-Ormeaux Province/State Quebec Area of Interest: Advisory services, Personal banking A career as a Banking Advisor at National...
