Senior Investment Specialist
1 day ago
Estimated annual salary: $85,000 - $120,000
About the RoleThis 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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