Senior Investment Specialist

6 days 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
  • Provide a full range of financial products and services using a financial planning approach
  • Understand customers' financial goals and preferences, analyzing their needs and recommending strategies to help them achieve their objectives
  • 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 and provide a great client experience, 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)
  • Excellent communication skills in English and French

What We Offer:

  • A competitive compensation and benefits package customized for Retail Banking
  • The ability to make a lasting impact on customers
  • An organization committed to making a difference in our communities
  • The ability to provide complex solutions and comprehensive financial planning
  • Clear and transparent criteria to progress in your career
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 due to the need to work closely with other groups from head office and serve an English and French-speaking clientele.

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