Senior Investment Specialist

6 days ago


Laval, Quebec, Canada Scotiabank Full time
About the Role

We 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 Responsibilities
  • Develop and implement comprehensive financial plans to meet clients' goals and objectives.
  • Provide expert advice on investment and credit products, analyzing clients' needs and recommending tailored solutions.
  • Build and maintain strong relationships with clients, focusing on delivering a great client experience and growing long-standing relationships.
  • Collaborate with peers and partners to achieve sales targets and drive business growth.
  • Stay up-to-date with industry trends and regulatory requirements to ensure compliance and excellence in service delivery.
Requirements
  • Minimum two years of experience in sales and marketing of investment and credit products.
  • Demonstrated sales management experience and ability to market Scotiabank's products and services.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Licenses to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
  • Fluency in English and French, with the ability to communicate effectively in both languages.
What We Offer
  • A competitive compensation and benefits package tailored to the Retail Banking industry.
  • The opportunity to make a lasting impact on clients' financial lives.
  • A commitment to diversity, equity, and inclusion, with a focus on creating a workplace that values and respects all employees.
  • The chance to work with a leading bank in the Americas, with a strong presence in Canada and a reputation for excellence in financial services.
Language Requirement

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French, as they will be working closely with other groups from head office who operate primarily in English and will serve an English and French-speaking clientele.



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