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Investment & Personal Banking Specialist

4 months ago

Next Job, Canada Scotiabank Full time

Requisition ID: 170481

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleAs 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 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 customersEducate customers, providing relevant insights and expert adviceCreate financial plans, leveraging relevant financial planning tool modules and select advice based tools and resourcesUnderstand the importance of being results-drivenBe highly engaged Demonstrate a collaborative approach when dealing with peers, customers, and partnersBuild 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 ScotiabankThe ability to build strong relationships focused on providing a great client experience and growing relationships with existing customersA 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 packageAbility to make a lasting impact on customersAn inclusive culture where we value and recognize our employees' contributionsAn organization committed to making a difference

in our communities - for you and your customersYou will have an assigned book of mid-affluent customers and the ability to build on this book with growth potential customersYou'll receive clear transparent criteria to progress in your career Location(s):Canada : Quebec : Boucherville

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.

JOB TYPE

Work Day:Full Time

Employment type:Permanent Job

Salary:Negotiable

JOB REQUIREMENTS

Minimal experience:Unspecified