Financial Solutions Specialist
1 day ago
Scotiabank is a leading bank in the Americas, committed to making a difference in our communities.
A competitive compensation and benefits package, tailored for Retail Banking, is on offer. This includes the opportunity to make a lasting impact on customers.
The role of Senior Investment & Personal Banking Specialist involves providing exceptional service throughout the customer's journey.
About the PositionYou will be passionate about financial sales and delivering trusted financial advice to customers, utilizing a financial planning approach.
- Focusing on complex solutions and comprehensive financial planning.
- Understanding customers' financial goals and preferences, analyzing their needs, and recommending strategies and solutions to help them achieve their goals.
To succeed in this role, you will need:
- A minimum of two years of related experience selling investment and credit products.
- Demonstrated sales management experience and the ability to market Scotiabank.
- A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
This position is located in Canada : Quebec : Saint-Jérôme.
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