Senior Investment Specialist
4 weeks ago
At Scotiabank, we're seeking a Senior Investment Specialist to join our Canadian Banking Branch network. As a key member of our team, you'll provide exceptional service to our customers, connecting with them in a relatable way and delivering trusted financial advice.
About the Role
This is a challenging and rewarding role that requires a customer-centric approach, a passion for financial sales, and a focus on delivering customized financial solutions. You'll work closely with our customers to understand their financial goals and preferences, analyzing their needs and recommending strategies to help them achieve their objectives.
Key Responsibilities
- Provide a full range of financial solutions using a financial planning approach
- Build strong relationships with customers, focusing on providing a great client experience and growing long-standing relationships
- Collaborate with peers, customers, and partners to deliver exceptional service
- Focus on complex solutions and comprehensive financial planning
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
Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French to serve our English-speaking clientele.
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