Investment Banking Specialist

2 months ago


MontréalOuest, Quebec, Canada Scotiabank Full time
About the Role

We are seeking a highly motivated and customer-centric Investment & Personal Banking Specialist to join our team. As an essential member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers throughout their financial journey.

Key Responsibilities:

  • Deliver trusted financial advice and sales to customers, leveraging your knowledge of financial products and services.
  • Educate customers on relevant financial insights and expert advice, helping them make informed decisions about their financial well-being.
  • Create personalized financial plans, utilizing our financial planning tool modules and select advice-based tools and resources.
  • Build strong relationships with customers, focusing on providing a great client experience and growing long-standing relationships.
  • Collaborate with peers, customers, and partners to achieve business objectives and drive results.

Requirements:

  • Sales management experience and the ability to market Scotiabank's products and services.
  • A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
  • Strong communication and interpersonal skills, with the ability to build trust and rapport with customers.

What We Offer:

  • A competitive compensation and benefits package.
  • The opportunity to make a lasting impact on customers and their financial lives.
  • A collaborative and inclusive work environment, where your contributions are valued and recognized.
  • The chance to work for a leading bank in the Americas, committed to making a difference in our communities.


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