Investment Banking Specialist

3 weeks ago


Brossard, Quebec, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled Investment & Personal Banking Specialist to join our team at Scotiabank. As a key 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 guidance to customers, leveraging your expertise in financial sales and planning.
  • Educate customers on relevant financial insights and products, helping them make informed decisions about their financial futures.
  • Create personalized financial plans, utilizing our advanced financial planning tools and resources.
  • Build strong relationships with customers, focusing on providing a great client experience and growing long-standing relationships.
Requirements
  • Proven sales management experience and ability to market Scotiabank's products and services.
  • Strong relationship-building skills, with a focus on providing exceptional customer service and growing customer relationships.
  • Licenses to sell mutual funds and a commitment to obtaining the CIFP Diploma in Financial Planning (or equivalent).
What We Offer
  • A competitive compensation and benefits package.
  • The opportunity to make a lasting impact on customers' financial lives.
  • A dynamic and inclusive work environment that values and recognizes employee contributions.
  • The chance to work for a leading bank in the Americas, committed to making a difference in our communities.

Pursuant to a language needs assessment, the successful candidate will be required to communicate in English and French, serving English-speaking clientele.



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