Senior Investment Specialist

4 days ago


DollardDes Ormeaux, Quebec, Canada Scotiabank Full time
About the Role

As a Senior Investment & Personal Banking Specialist at Scotiabank, you will play a critical role in providing exceptional service to our customers. Your focus will be on delivering trusted financial advice and customized solutions to help them achieve their financial goals.

Key Responsibilities
  • Provide a full range of financial solutions using a financial planning approach
  • Understand customers' financial goals and preferences, analyzing their needs and recommending the appropriate strategies and solutions
  • Focus on complex solutions and comprehensive financial planning
  • Be results-driven and highly engaged
  • Demonstrate a collaborative approach when dealing with peers, customers, and partners
  • Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers
Requirements
  • A minimum two years of related experience selling investment and credit products
  • Demonstrated sales management experience and the ability to market Scotiabank
  • The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers
  • A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
What's in it for you?
  • A competitive compensation and benefits package customized for Retail Banking
  • Ability to make a lasting impact on customers
  • An organization committed to making a difference in our communities – for you and your customers
  • An assigned book of mid to high affluent customers
  • Ability to provide complex solutions and comprehensive financial planning
  • You'll receive clear transparent criteria to progress in your career

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French because they will serve and English-speaking clientele.



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