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Senior Investment Specialist

2 months ago

Laval, Quebec, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled Senior Investment 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 customized financial solutions to customers
  • Understand customers' financial goals and preferences, analyzing their needs and recommending strategies to help them achieve their objectives
  • Focus on complex solutions and comprehensive financial planning
  • Build strong relationships with customers, focusing on providing a great client experience and growing long-standing relationships
Requirements
  • A minimum of two years of experience in selling investment and credit products
  • Demonstrated sales management experience and the ability to market Scotiabank's products
  • The ability to build strong relationships with customers and provide a great client experience
  • A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
What We Offer
  • A competitive compensation and benefits package
  • The opportunity to make a lasting impact on customers
  • An organization committed to making a difference in our communities
  • An assigned book of mid to high affluent customers
  • The ability to provide complex solutions and comprehensive financial planning
Language Requirements

The successful candidate will be required to communicate in English and French, as they will be serving English-speaking clientele.