Senior Investment Specialist

1 day ago


Montreal, Quebec, Canada Scotiabank Full time

Estimated annual salary: $85,000 - $120,000

About the Role

This position is a great opportunity to grow your career in financial services and make a lasting impact on customers. As a Senior Investment & Personal Banking Specialist, you will be responsible for providing exceptional service to mid to high affluent customers.

Key Responsibilities:

  • Deliver trusted financial advice and provide customized financial solutions using a financial planning approach
  • Analyze customers' financial goals and preferences, recommending strategies and solutions to help them achieve their objectives
  • Build strong relationships with customers, focusing on providing a great client experience and growing long-standing relationships
  • Pursue sales of investment and credit products, leveraging your expertise and knowledge to drive results

Requirements:

  • A minimum of two years of experience selling investment and credit products
  • Demonstrated sales management experience and ability to market Scotiabank's products and services
  • Licenses to sell mutual funds and working towards CIFP Diploma in Financial Planning (or Bank recognized equivalent)

What We Offer

  • A competitive compensation and benefits package
  • The opportunity to work with a leading bank in the Americas
  • Ongoing training and development opportunities to enhance your skills and knowledge
  • A dynamic and inclusive work environment

Language Requirements

Pursuant to a language needs assessment, the successful candidate must be able to communicate fluently in English and French.



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