Personal Banking Specialist, Investment

3 days ago

Laval, Canada Scotiabank Full time

Requisition ID: 160063

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 : Laval

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 & Personal Banking Specialist

    7 months ago

    Laval, Canada Scotiabank Full time

    Requisition ID: 197709 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...

  • Senior Investment

    4 months ago

    Laval, Canada Scotiabank Full time

    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 exceptional service...

  • Investment Banking Specialist

    4 weeks ago

    Laval, Pays de la Loire, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Investment Banking Specialist to join our team in Quebec, Canada. As an Investment & Personal Banking Specialist, you will be responsible for providing exceptional customer service and financial advice to customers.Key ResponsibilitiesProvide trusted financial advice and educate customers on relevant...

  • Investment Banking Analyst

    4 weeks ago

    Laval, Canada Scotiabank Full time

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

  • Investment & Personal Banking Specialist (12 month contract)

    3 months ago

    Laval, Canada Scotiabank Full time

       Requisition ID: 208292Join 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...

  • Personal Banking Associate

    4 months ago

    Laval, Canada BMO Financial Group Full time

    23 boul Samson Laval Quebec,H7X 3S5 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 overall...

  • Personal Banking Associate

    4 months ago

    Laval, Canada BMO Financial Group Full time

    333 boul Cure Labelle Laval Quebec,H7L 2Z9 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

    7 months ago

    Laval, Canada BMO Financial Group Full time

    23 boul Samson Laval Quebec,H7X 3S5 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 overall...

  • Personal Banking Associate

    7 months ago

    Laval, Canada BMO Financial Group Full time

    2040-2042 boul des Laurentides Laval Quebec,H7M 2R5 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

    7 months ago

    Laval, Canada BMO Financial Group Full time

    957 boulevard d'Auteuil Laval Quebec,H7E 5J7 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

    7 months ago

    Laval, Canada BMO Financial Group Full time

    957 boulevard d'Auteuil Laval Quebec,H7E 5J7 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

    7 months ago

    Laval, Canada BMO Financial Group Full time

    23 boul Samson Laval Quebec,H7X 3S5 langues parlées et écrites: francais et anglais obligatoire 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...

  • Investment Specialist Associate, Laval

    7 months ago

    Laval, Canada Scotiabank Full time

    Requisition ID: 188749 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...

  • Senior Investment

    4 months ago

    Laval, Canada Scotiabank Full time

    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...

  • Banking Professional

    4 weeks ago

    Laval, Quebec, Canada National Bank Full time

    Job Overview:National Bank seeks an experienced Banking Advisor to join our team. This role offers a versatile and varied career path with opportunities for growth and development.About the Role:As a Banking Advisor, you will be responsible for providing exceptional client service, building lasting relationships, and offering personalized banking...

  • Banking Advisor

    7 months ago

    Laval, Canada National Bank of Canada Full time

    Youtube Video 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 friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role...

  • Banking Advisor

    8 months ago

    Laval, Canada National Bank of Canada Full time

    **- *Attention* - ** 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...

  • Banking advsior

    2 months ago

    Laval, Canada National Bank Full time

    Youtube Video 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 friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role...

  • Banking Advisor

    9 months ago

    Laval, Canada National Bank of Canada Full time

    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**: - Greet clients and...

  • Career Opportunities for a Banking Expert

    6 hours ago

    Laval, Quebec, Canada National Bank Full time

    At National Bank, we offer a versatile and varied role as a Banking Advisor, allowing you to live your ambitions and have a positive impact on your life and the lives of your clients and colleagues.You will adopt a friendly approach, listen actively, and offer a people-centric experience for branch clients. Your job includes greeting clients and answering...