Personal Banking Specialist, Investment

6 months ago


VaudreuilDorion, Canada Scotiabank Full time

Requisition ID: 187673

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 : Vaudreuil-dorion

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.



  • Vaudreuil-Dorion, Canada BMO Financial Group Full time

    580 Avenue Saint-Charles Vaudreuil-Dorion Quebec,J7V 8H2 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...


  • Vaudreuil-Dorion, Canada TD Bank Full time

    **Personal Banking Associate Trainee - Vaudreuil**: - 416375BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 40 Boulevard Cite-des-Jeunes **Employment Type** - Regular **City** - Vaudreuil-Dorion **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Onsite **Pay...


  • Vaudreuil-Dorion, Quebec, Canada BMO Full time

    About the RoleAs a Mortgage Specialist at BMO, you will play a vital role in helping customers achieve their dream of home ownership. Your primary responsibility will be to cultivate and manage relationships with a referral network, building a pipeline of new mortgage business and increasing BMO's share of the home financing market.Key ResponsibilitiesSome...


  • Vaudreuil-Dorion, Quebec, Canada BMO Full time

    Mortgage Specialist Job DescriptionWe are seeking a skilled Mortgage Specialist to join our team at BMO. As a key member of our mortgage lending team, you will be responsible for cultivating and managing relationships with referral networks to build a pipeline of new mortgage business and increase BMO's share of the home financing market.Key...


  • Vaudreuil-Dorion, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionThis is an exceptional opportunity to join the Royal Bank of Canada as a Financial Planner Relationship Specialist. As a key member of our team, you will be responsible for managing and growing a portfolio of mass affluent clients, providing comprehensive reviews of their financial circumstances, and creating long-term relationships...


  • Vaudreuil-Dorion, Quebec, Canada BMO Full time

    BMO Financial Group is committed to Boldly Growing the Good in business and life. As a Mortgage Specialist, you will be part of this mission.About UsAt BMO, we strive to create lasting, positive change for our customers, communities, and people. We achieve this by innovating, pushing boundaries, and working together as a team.Salary and BenefitsThe estimated...

  • Financial Advisor

    6 months ago


    Vaudreuil-Dorion, Canada Scotiabank Full time

    Requisition ID: 195412 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Financial Advisor 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...


  • Vaudreuil-Dorion, 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...

  • Banking advisor

    6 months ago


    Vaudreuil-Soulanges (Coteau-du-Lac), Canada National Bank Full time

    Youtube VideoA 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 offers...

  • Financial Advisor

    5 months ago


    Vaudreuil-Dorion, 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...


  • Vaudreuil-Dorion, 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...


  • Vaudreuil-Dorion, 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...


  • Vaudreuil-Dorion, 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...

  • Mortgage Specialist

    4 weeks ago


    Vaudreuil-Dorion, Canada BMO Full time

    Application Deadline: 12/30/2024 Address: 580 Avenue Saint-Charles Job Family Group: Retail Banking Sales & Service Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Mortgage Specialist can offer you all that and...


  • Vaudreuil-Dorion, Quebec, Canada Royal Bank of Canada Full time

    Job OpportunityWe are seeking a skilled Financial Planner to join our team in Vaudreuil-Dorion. As an RBC Financial Planner, you will have the opportunity to manage and grow a portfolio of mass affluent clients, providing ongoing comprehensive reviews of their financial circumstances and creating long-term relationships through superior advice and financial...


  • Vaudreuil-Dorion, Canada Fed Finance Canada Full time

    Job Title: Accounting Technician SpecialistAt Fed Finance Canada, we are seeking a highly skilled Accounting Technician Specialist to join our team. As a key member of our accounting team, you will be responsible for performing bookkeeping, bank reconciliations, and preparing payroll for our clients.Key Responsibilities:- Perform bookkeeping and financial...

  • Mortgage Specialist

    4 weeks ago


    Vaudreuil-Dorion, Canada BMO Financial Group Full time

    580 Avenue Saint-Charles Vaudreuil-Dorion Quebec,J7V 8H2 Join BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Mortgage Specialist can offer you all that and much more. Expect to fill an important and rewarding role -...


  • Vaudreuil-Dorion, Canada Banque de Montréal Full time

    580 Avenue Saint-Charles Vaudreuil-Dorion Québec,J7V 8H2 Offrir un service exceptionnel aux clients actuels et potentiels de BMO. Déterminer les besoins des clients et fournir des avis et des conseils quant aux solutions financières qui sont dans l’intérêt supérieur du client. Travailler en collaboration au sein de la succursale et avec les...


  • Vaudreuil-Dorion, Canada Novatek DMI Inc Full time

    **Opportunity Office Administrative/Accounting Person in Vaudreuil-Dorion** A local mobility software company is looking for an enthusiastic administration person. An excellent opportunity to join our dynamic team, offering a flexible one day per week schedule. A member of our team is retiring and will provide training for the next person taking on this...


  • Vaudreuil-Dorion, Quebec, Canada Royal Bank of Canada Full time

    Job OverviewWe are seeking an experienced Mortgage Solutions Specialist to join our team at Royal Bank of Canada. This is a fantastic opportunity for someone who is passionate about delivering exceptional mortgage advice and financial solutions to clients.