Senior Investment Specialist

22 hours ago

Laval, Quebec, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled Senior Investment Specialist to join our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional service to our customers throughout their financial journey.

Key Responsibilities:

  • Deliver trusted financial advice and customized solutions to customers
  • Analyze customers' financial goals and preferences to recommend appropriate strategies and solutions
  • Focus on complex solutions and comprehensive financial planning
  • Build strong relationships with customers and peers to provide a great client experience
  • Stay up-to-date with industry trends and regulatory requirements

Requirements:

  • Minimum two years of experience selling investment and credit products
  • Demonstrated sales management experience and ability to market Scotiabank
  • Excellent communication skills in English and French
  • Licence to sell mutual funds and working towards CIFP Diploma in Financial Planning

What We Offer:

  • Competitive compensation and benefits package
  • Opportunity to make a lasting impact on customers
  • Collaborative and inclusive work environment
  • Professional development opportunities

Language Requirement:

Pursuant to a language needs assessment, the successful candidate will be required to communicate in English and French to work closely with other groups and serve an English and French-speaking clientele.

  • Senior Investment Specialist

    2 weeks ago

    Laval, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and customer-centric Senior Investment Specialist to join our Canadian Banking Branch network. As an essential member of our team, you will be responsible for providing exceptional service to our clients throughout their financial journey.Key ResponsibilitiesDevelop and maintain strong relationships with clients...

  • Senior Investment Specialist

    2 weeks ago

    Laval, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and customer-centric Senior Investment Specialist to join our Canadian Banking Branch network. As an essential member of our team, you will be responsible for providing exceptional service to our clients throughout their financial journey.Key ResponsibilitiesDevelop and maintain strong relationships with clients...

  • Senior Investment Specialist

    8 hours ago

    Laval, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Senior Investment & Personal Banking Specialist to join our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional service to our customers throughout their financial journey.Key ResponsibilitiesDeliver trusted financial advice and customized solutions to...

  • Senior Investment Specialist

    5 hours ago

    Laval, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Senior Investment & Personal Banking Specialist to join our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional service to our customers throughout their financial journey.Key ResponsibilitiesDeliver trusted financial advice and customized solutions to...

  • Senior Investment Specialist

    2 weeks ago

    Laval, Quebec, Canada Scotiabank Full time

    About the RoleWe 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 ResponsibilitiesDeliver trusted financial advice and customized financial solutions...

  • Senior Investment Specialist

    2 weeks ago

    Laval, Quebec, Canada Scotiabank Full time

    About the RoleWe 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 ResponsibilitiesDeliver trusted financial advice and customized financial solutions...

  • Senior Investment Specialist

    5 days ago

    Laval, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Senior Investment & Personal Banking Specialist to join our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional service to our customers throughout their financial journey.Key ResponsibilitiesDeliver trusted financial advice and customized solutions to...

  • Senior Investment Specialist

    5 days ago

    Laval, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Senior Investment & Personal Banking Specialist to join our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional service to our customers throughout their financial journey.Key ResponsibilitiesDeliver trusted financial advice and customized solutions to...

  • Senior Investment Specialist

    6 days ago

    Laval, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Senior Investment Specialist to join our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional service to our customers throughout their financial journey.Key ResponsibilitiesDeliver trusted financial advice and customized solutions to customersProvide a...

  • Senior Investment Specialist

    6 hours ago

    Laval, Quebec, Canada Scotiabank Full time

    About the RoleWe 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 ResponsibilitiesDeliver trusted financial advice and customized solutions to...

  • Senior Investment Specialist

    6 days ago

    Laval, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Senior Investment Specialist to join our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional service to our customers throughout their financial journey.Key ResponsibilitiesDeliver trusted financial advice and customized solutions to customersProvide a...

  • Senior Investment Specialist

    3 weeks ago

    Laval, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and customer-centric Senior Investment Specialist to join our Canadian Banking Branch network. As an essential member of our team, you will be responsible for providing exceptional service to our clients throughout their financial journey.Key ResponsibilitiesDevelop and implement comprehensive financial plans to...

  • Senior Investment Specialist

    3 weeks ago

    Laval, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and customer-centric Senior Investment Specialist to join our Canadian Banking Branch network. As an essential member of our team, you will be responsible for providing exceptional service to our clients throughout their financial journey.Key ResponsibilitiesDevelop and implement comprehensive financial plans to...

  • Senior Investment Specialist

    2 weeks ago

    Laval, Quebec, Canada Scotiabank Full time

    About the RoleWe 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 ResponsibilitiesDevelop and implement comprehensive financial plans to meet the...

  • Senior Investment Specialist

    2 weeks ago

    Laval, Quebec, Canada Scotiabank Full time

    About the RoleWe 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 ResponsibilitiesDevelop and implement comprehensive financial plans to meet the...

  • Senior Investment Specialist

    2 weeks ago

    Laval, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Senior Investment Specialist to join our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional service to our customers throughout their financial journey.Key Responsibilities:Deliver trusted financial advice and customized solutions to customersProvide a...

  • Senior Investment Specialist

    2 weeks ago

    Laval, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Senior Investment Specialist to join our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional service to our customers throughout their financial journey.Key Responsibilities:Deliver trusted financial advice and customized solutions to customersProvide a...

  • Senior Investment Specialist

    2 weeks ago

    Laval, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Senior Investment & Personal Banking Specialist to join our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional service to our customers, connecting with them in a relatable way, and delivering trusted financial advice.Key ResponsibilitiesProvide a full...

  • Senior Investment Specialist

    2 weeks ago

    Laval, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Senior Investment & Personal Banking Specialist to join our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional service to our customers, connecting with them in a relatable way, and delivering trusted financial advice.Key ResponsibilitiesProvide a full...

  • Senior Investment Specialist

    1 week ago

    Laval, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Senior Investment Specialist to join our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional service to our customers throughout their financial journey.Key Responsibilities:Deliver trusted financial advice and customized solutions to customersProvide a...