Senior Investment Professional

2 weeks ago


Montreal, Quebec, Canada Scotiabank Full time
About the Role

As 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 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 comprehensive suite of financial solutions, including investment and credit products
  • Build strong relationships with customers, focusing on providing a great client experience and growing long-standing relationships
  • Demonstrate a collaborative approach when dealing with peers, customers, and partners
Requirements
  • A minimum of two years of related experience selling investment and credit products
  • Demonstrated sales management experience and the ability to market Scotiabank
  • 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
  • The opportunity to make a lasting impact on customers
  • An organization committed to making a difference in our communities
  • An assigned book of mid to high affluent customers
Language Requirements

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 serve English-speaking clientele.



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