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Investment Banking Specialist

2 months ago

Montreal, Quebec, Canada Scotiabank Full time
About the Role

We are seeking a highly motivated and customer-centric Investment & Personal Banking Specialist to join our Canadian Banking Branch network.

As an essential member of our team, you will be responsible for providing exceptional service to customers throughout their financial journey.

Key Responsibilities
  1. Deliver trusted financial advice and educate customers on relevant financial planning tools and resources.
  2. Create personalized financial plans and provide expert guidance to customers.
  3. Build strong relationships with customers and peers, focusing on providing a great client experience and growing long-standing relationships.
  4. Market Scotiabank's financial services and products to customers.
Requirements
  1. Sales management experience and the ability to market financial services.
  2. Strong relationship-building skills and the ability to provide a great client experience.
  3. A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
What We Offer
  1. A competitive compensation and benefits package.
  2. The opportunity to make a lasting impact on customers and grow their financial well-being.
  3. An inclusive culture where we value and recognize our employees' contributions.
  4. An organization committed to making a difference in our communities.

Location: Canada : Quebec : Montreal