Senior Investment Specialist

3 days ago

Laval, Quebec, Canada Scotiabank Full time
About the Role

We 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 Responsibilities
  • Deliver trusted financial advice and customized solutions to customers using a financial planning approach.
  • Analyze customers' financial goals and preferences, and recommend strategies and solutions to help them achieve their objectives.
  • Focus on complex solutions and comprehensive financial planning, building strong relationships with customers and peers.
  • Be results-driven and demonstrate a collaborative approach when dealing with colleagues, customers, and partners.
Requirements
  • A minimum of two years of 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 We Offer
  • A competitive compensation and benefits package customized for Retail Banking.
  • The opportunity to make a lasting impact on customers and their financial well-being.
  • An organization committed to making a difference in our communities – for you and your customers.
  • An assigned book of mid to high affluent customers.
  • The ability to provide complex solutions and comprehensive financial planning.

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

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