Current jobs related to Senior Investment Professional - Montreal, Quebec - Scotiabank

  • Senior Investment Professional

    4 weeks ago

    Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full time

    Senior Investment Professional Opportunity at PSP's Private Debt & Credit Investment GroupWe are seeking a highly skilled Senior Investment Professional to join our team at PSP's Private Debt & Credit Investment (PDCI) group. As a key member of our investment team, you will be responsible for selecting and monitoring external managers to achieve our...

  • Senior Investment Manager

    1 month ago

    Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full time

    Senior Investment Manager OpportunityWe are seeking a highly skilled Senior Investment Manager to join our PSP's Private Debt & Credit Investment (PDCI) group. As a key member of our team, you will be responsible for managing external manager relationships and ensuring alignment with our investment objectives.About the RoleThis is a full-time position that...

  • Senior Investment Professional

    4 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Requisition ID: 207226At Scotiabank, we're seeking a Senior Investment Professional to join our Canadian Banking Branch network. As a customer-centric individual, you'll connect with people in a relatable way and provide exceptional service throughout the customer's journey.About the roleAs a Senior Investment Professional, you'll be passionate about...

  • Senior Investment Banking Professional

    1 month ago

    Montreal, Quebec, Canada beBee Professionals Full time

    We are seeking a Senior Investment Banking Professional to provide financial advice to clients, analyze financial data, and develop strategies to maximize returns on investments. The ideal candidate will have a Bachelor's degree in finance, economics, or a related field, and at least 5 years of experience in the financial services industry.The successful...

  • Senior Investment Banking Professional

    1 month ago

    Montreal, Quebec, Canada beBee Professionals Full time

    Job Summary:We are seeking a highly skilled Senior Investment Banking Professional to join our team at beBee Professionals in Montreal. The ideal candidate will have a strong background in finance and a proven track record of providing expert financial advice to clients. Key responsibilities include analyzing financial data, developing strategies to maximize...

  • Senior Investment Professional

    2 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    About the RoleAs a Senior Investment & Personal Banking Specialist at Scotiabank, you will play a pivotal role in delivering exceptional service to our customers. Your focus will be on providing a full range of customized financial solutions using a financial planning approach, understanding customers' financial goals and preferences, and recommending the...

  • Senior Investment Professional

    4 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    About the RoleAs 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...

  • Senior Investment Professional

    2 days ago

    Montreal, Quebec, Canada Export Development Canada Full time

    At Export Development Canada, we're committed to helping Canadian businesses thrive in the global market.We're seeking a highly skilled Senior Investment Professional to join our Mid-Market Growth Business's (MMGB) Growth Capital Team (GCT). As a key member of this team, you'll be responsible for originating and managing MMGB's $400 million equity and debt...

  • Data Analyst/Senior Data Analyst, Investment Specialist

    6 days ago

    Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full time

    Data Analyst/Senior Data Analyst, Investment SpecialistRole OverviewWe are seeking a highly skilled Data Analyst/Senior Data Analyst to join our PSP's Private Debt & Credit Investment (PDCI) group in Montreal.Key ResponsibilitiesAnalyze complex financial data to inform investment decisionsDevelop and maintain databases and data visualizationsCollaborate with...

  • Senior Investment Strategist

    1 month ago

    Montreal, Quebec, Canada Aon Full time

    Empower Results for Institutional ClientsAs a Senior Investment Consultant at Aon, you will have the opportunity to deliver innovative and effective solutions to our institutional investment clients. This hybrid role combines strategic thinking with hands-on expertise to drive results.Key Responsibilities:Develop and implement investment strategies that meet...

  • Senior Investment Consultant

    4 weeks ago

    Montreal, Quebec, Canada Aon Hewitt Full time

    About the RoleWe are seeking a highly skilled Senior Investment Consultant to join our team at Aon Hewitt. As a key member of our Investment Consulting Practice, you will be responsible for delivering high-quality investment consulting services to our institutional clients.Your primary focus will be on providing expert advice and support to clients, helping...

  • Senior Investment Consultant

    4 weeks ago

    Montreal, Quebec, Canada Aon Hewitt Full time

    Senior Investment ConsultantAon Hewitt is seeking a highly skilled Senior Investment Consultant to join our team. As a Senior Investment Consultant, you will be responsible for delivering investment consulting material and advice to institutional clients.Key responsibilities include:Providing consulting support services and technical support on a range of...

  • Senior Investment Solutions Leader

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Senior Investment Solutions LeaderAbout the Role:We are seeking a Senior Investment Solutions Leader to join our team at National Bank. As a key member of our Customer Experience team, you will be responsible for mobilizing a team of approximately 13 employees who are committed to responding effectively to our clients while ensuring a superior...

  • Senior Investment Consultant

    4 weeks ago

    Montreal, Quebec, Canada Aon Hewitt Full time

    Job SummaryAon Hewitt seeks a highly skilled Senior Investment Consultant to join our team. As a Senior Investment Consultant, you will be responsible for delivering investment consulting material and advice to institutional clients.Key ResponsibilitiesProvide consulting support services and technical support on a range of advisory and OCIO Investment...

  • Senior Investment Advisor

    4 weeks ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Senior Investment AdvisorAt NBC, we are seeking a highly skilled Senior Investment Advisor to join our Investment Solutions team. As a key member of our team, you will be responsible for providing expert advice and support to our wealth advisors on portfolio management best practices.Key Responsibilities:Build close relationships with wealth...

  • Senior Investment Consultant

    4 weeks ago

    Montreal, Quebec, Canada Aon Full time

    Job SummaryWe are seeking a highly skilled Senior Investment Consultant to join our team at Aon. As a Senior Investment Consultant, you will be responsible for delivering investment consulting material and advice to institutional clients.Key Responsibilities- Provide consulting support services and technical support on a range of advisory and OCIO Investment...

  • Senior Investment Analyst

    4 weeks ago

    Montreal, Quebec, Canada PSP Investments Full time

    Unlock Your PotentialPSP Investments is committed to fostering a culture that encourages growth, collaboration, and innovation. As a Senior Analyst, Real Estate Investments, you will play a key role in analyzing potential real estate transactions, developing financial models, and providing investment recommendations.About Your RoleCollaborate with investment...

  • Senior Manager Investment Solutions

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Senior Manager Investment SolutionsJob Summary:We are seeking a Senior Manager Investment Solutions to lead our team of experts in providing exceptional client service and investment solutions. As a key member of our leadership team, you will be responsible for developing and implementing strategies to drive business growth and improve client...

  • Senior Investment Consultant

    1 month ago

    Montreal, Quebec, Canada Aon Full time

    About the RoleAon is seeking a highly skilled Senior Investment Consultant to join our dynamic team. As a key member of our Investment Consulting Practice, you will be responsible for delivering exceptional investment consulting services to our institutional clients.Key ResponsibilitiesProvide consulting support services and technical expertise to...

  • Investment Sales Professional

    7 days ago

    Montreal, Quebec, Canada Manulife Full time

    OverviewManulife Investment Management (MIM) Advisor Group delivers financial and investment solutions to clients across the wealth spectrum. We are seeking an experienced Investment Sales Professional to join our team in this key role.

Senior Investment Professional

4 weeks ago

Montreal, Quebec, Canada Scotiabank Full time

Requisition ID: 207226

At Scotiabank, we're seeking a Senior Investment Professional to join our Canadian Banking Branch network. As a customer-centric individual, you'll connect with people in a relatable way and provide exceptional service throughout the customer's journey.



About the Role

In this role, you'll be passionate about financial sales and delivering trusted financial advice to customers. You'll provide a full range of customized financial solutions using a financial planning approach, understanding customers' financial goals and preferences, analyzing their needs, and recommending the appropriate strategies and solutions to help them achieve their goals.

Key Responsibilities

  • Be passionate about financial sales and delivering trusted financial advice to customers
  • Provide a full range of customized financial solutions using a financial planning approach
  • Understand customers' financial goals and preferences, analyze their needs, and recommend the appropriate strategies and solutions to help them achieve their goals
  • Focus on complex solutions and comprehensive financial planning
  • Be results-driven
  • Be highly engaged
  • Demonstrate a collaborative approach when dealing with peers, customers, and partners
  • Build relationships, focusing on providing a great client experience and 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)


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
  • An assigned book of mid to high affluent customers
  • Ability to provide complex solutions and comprehensive financial planning
  • You'll receive clear transparent criteria to progress in your career.


Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French because they will serve an English-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. If you require technical assistance, please click here. 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.