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Senior Investment Professional

2 months ago

Laval, Quebec, Canada Scotiabank Full time

Unlock Your Potential in a Dynamic Role

At Scotiabank, we're seeking a talented individual to join our team as a Senior Investment Professional. In this exciting role, you'll have the opportunity to leverage your passion for financial sales and deliver trusted financial advice to customers.

Key Responsibilities:

  • Develop and implement customized financial solutions using a financial planning approach
  • Understand customers' financial goals and preferences, analyzing their needs and recommending strategies to achieve their objectives
  • Focus on complex solutions and comprehensive financial planning
  • Build strong relationships with customers, providing a great client experience and growing long-standing relationships

Requirements:

  • Minimum two years of related experience selling investment and credit products
  • Demonstrated sales management experience and ability to market Scotiabank
  • Excellent communication skills in English and French
  • Licence to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent)

What We Offer:

  • Competitive compensation and benefits package customized for Retail Banking
  • Opportunity to make a lasting impact on customers
  • Organization committed to making a difference in our communities
  • Ability to provide complex solutions and comprehensive financial planning

Language Requirement:

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