Senior Investment
3 weeks ago
Senior Investment & Personal Banking Specialist - Kirkland, QC Requisition ID: 240735 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role 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 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 - 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 appropriate strategies and solutions to help them achieve their goals - Focus on complex solutions and comprehensive financial planning - Be results-driven - 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: - A minimum two years of related experience selling investment and credit products - Demonstrated 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 customized for Retail Banking - Ability to make a lasting impact on customers - An organization committed to making a difference in our communities – for you and your customers - An assigned book of mid to high affluent customers - Ability to provide complex solutions and comprehensive financial planning - You’ll receive clear transparent criteria to progress in your career Location(s): Canada : Quebec : Kirkland Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and our 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. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted. #J-18808-Ljbffr
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Senior Investment
4 weeks ago
Kirkland, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Senior Investment & Personal Banking Specialist in Kirkland, QC. The role requires delivering exceptional service, providing financial solutions, and building lasting customer relationships. Ideal candidates have a minimum of two years of relevant experience, strong sales skills, and a CIFP Diploma or equivalent....
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Senior Investment
3 weeks ago
Kirkland, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Senior Investment & Personal Banking Specialist in Kirkland, QC. The ideal candidate will be customer-centric, focused on providing exceptional service and financial solutions. With a strong background in investment and credit products, this role requires building relationships with affluent customers and a...
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Senior Investment
3 weeks ago
Kirkland, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Senior Investment & Personal Banking Specialist in Kirkland, QC. The ideal candidate will be customer-centric, focused on providing exceptional service and financial solutions. With a strong background in investment and credit products, this role requires building relationships with affluent customers and a...
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Senior Investment
3 weeks ago
Kirkland, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Senior Investment & Personal Banking Specialist in Kirkland, QC. The ideal candidate will be customer-centric, focused on providing exceptional service and financial solutions. With a strong background in investment and credit products, this role requires building relationships with affluent customers and a...
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Senior Investment
3 weeks ago
Kirkland, Canada Scotiabank Full timeSenior Investment & Personal Banking Specialist - Kirkland, QC Requisition ID: 240735 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role 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...
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Senior Investment
3 weeks ago
Kirkland, Canada Scotiabank Full timeSenior Investment & Personal Banking Specialist - Kirkland, QC Requisition ID: 240735 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role 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...
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Senior Investment
4 weeks ago
Kirkland, Canada Scotiabank Full timeSenior Investment & Personal Banking Specialist- Kirkland, QC Requisition ID: 240735 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role 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...
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Senior Investment
4 weeks ago
Kirkland, Canada Scotiabank Full timeSenior Investment & Personal Banking Specialist- Kirkland, QC Requisition ID: 240735 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role 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...
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Senior Investment
1 week ago
Kirkland, QC HJ M, Canada Scotiabank Full time $80,000 - $120,000 per yearRequisition ID: 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...
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Financial Planner
2 weeks ago
Kirkland, Canada TD Securities Full timeFinancial Planner - Kirkland at TD Securities TD Wealth embraces a sophisticated and holistic goals discovery approach to wealth planning and protection, offering highly personalised advice and service to clients. The Financial Planning team focuses on helping clients set and achieve their financial goals while delivering a legendary customer experience,...
