Bilingual Investment Specialist

4 weeks ago


Gatineau, Quebec, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled and customer-focused Investment & Personal Banking Specialist to join our Canadian Banking Branch network. As an essential member of our team, you will provide exceptional service to our customers throughout their financial journey.

Key Responsibilities
  • Be passionate about financial sales and delivering trusted financial advice to customers
  • Educate customers, providing relevant insights and expert advice
  • Create financial plans, leveraging relevant financial planning tool modules and select advice based tools and resources
  • Understand the importance of being results-driven
  • Be highly engaged and 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
  • 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
  • The ability to make a lasting impact on customers
  • An inclusive culture where we value and recognize our employees' contributions
  • An organization committed to making a difference in our communities – for you and your customers

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



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