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Senior Investment Specialist

1 month ago

Laval, Quebec, Canada Scotiabank Full time
About the Role

As a Senior Investment & Personal Banking Specialist at Scotiabank, you will be responsible for providing exceptional service to customers throughout their financial journey. Your focus will be on delivering trusted financial advice and customized solutions using a financial planning approach.

Key Responsibilities:

  • Provide a full range of financial solutions to customers, analyzing their needs and recommending strategies to help them achieve their financial goals.
  • Focus on complex solutions and comprehensive financial planning, building strong relationships with customers and peers.
  • Be results-driven and demonstrate a collaborative approach when dealing with customers, peers, and partners.
  • Build relationships and provide a great client experience, growing long-standing relationships with existing customers.

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).
  • Excellent communication skills (French and English).

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.
  • Ability to provide complex solutions and comprehensive financial planning.
  • You'll receive clear transparent criteria to progress in your career.

Language Requirement:

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will be required to work closely with other groups from head office who operate primarily in English and will serve an English and French-speaking clientele.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.