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Financial Services Specialist

2 months ago

Montreal, Quebec, Canada Scotiabank Full time
About the Role

We are seeking a highly motivated and results-driven individual to join our team as an Investment & Personal Banking Specialist. In this role, you will have the opportunity to work with a diverse range of customers, providing them with expert financial advice and guidance to help them achieve their financial goals.

Key Responsibilities
  • Develop and maintain strong relationships with customers, understanding their financial needs and providing tailored solutions to meet those needs.
  • Work closely with colleagues to identify and pursue new business opportunities, driving growth and revenue for the organization.
  • Stay up-to-date with industry trends and developments, using this knowledge to inform your advice and guidance to customers.
  • Collaborate with internal stakeholders to ensure seamless delivery of financial products and services to customers.
Requirements
  • Proven sales management experience, with a track record of success in a financial services environment.
  • Strong communication and interpersonal skills, with the ability to build and maintain relationships with customers and colleagues.
  • A license to sell mutual funds and a commitment to ongoing professional development, including the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
What We Offer
  • A competitive compensation and benefits package, including opportunities for career growth and development.
  • A dynamic and inclusive work environment, where you will have the opportunity to make a lasting impact on customers and contribute to the success of the organization.
  • The chance to work with a leading financial institution, committed to making a positive difference in our communities.