Senior Investment Professional
2 weeks ago
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
- 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)
- 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
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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Senior Investment Professional
3 weeks ago
Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full timeSenior 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...
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Senior Investment Manager
1 month ago
Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full timeSenior 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...
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Senior Investment Professional
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeRequisition 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...
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Senior Investment Banking Professional
4 weeks ago
Montreal, Quebec, Canada beBee Professionals Full timeWe 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...
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Senior Investment Banking Professional
4 weeks ago
Montreal, Quebec, Canada beBee Professionals Full timeJob 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...
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Senior Investment Analyst
4 weeks ago
Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full timeAbout the RoleWe are seeking a highly skilled Senior Analyst to join our Public Markets Integration and Servicing team. As a key member of the team, you will provide critical support to the Capital Markets Alternatives team by coordinating public markets investment activities and operational matters.Key ResponsibilitiesCoordinate public markets investment...
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Senior Investment Professional
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeAbout 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...
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Senior Investment Professional
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeRequisition 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 RoleIn this role, you'll be passionate about financial sales and delivering...
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Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full timeData 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...
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Senior Investment Strategist
4 weeks ago
Montreal, Quebec, Canada Aon Full timeEmpower 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...
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Senior Investment Consultant
3 weeks ago
Montreal, Quebec, Canada Aon Hewitt Full timeAbout 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...
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Senior Investment Analyst
4 weeks ago
Montreal, Quebec, Canada BDC Full timeJob Title: Senior Analyst, Investment Valuation and AccountingWe are seeking a highly skilled and experienced Senior Analyst to join our team at BDC. As a key member of our investment valuation and accounting team, you will be responsible for ensuring the accuracy and integrity of our financial reporting.Key Responsibilities:Prepare and present valuations to...
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Senior Investment Consultant
4 weeks ago
Montreal, Quebec, Canada Aon Hewitt Full timeSenior 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...
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Senior Investment Solutions Leader
4 weeks ago
Montreal, Quebec, Canada National Bank Full timeJob 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...
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Senior Investment Consultant
4 weeks ago
Montreal, Quebec, Canada Aon Corporation Full timeJob SummaryWe are seeking a highly skilled Senior Investment Consultant to join our team at Aon Corporation. As a Senior Investment Consultant, you will be responsible for delivering investment consulting material and advice to institutional clients. This is a hybrid role with the flexibility to work both virtually and from our Montreal office.Key...
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Senior Investment Consultant
4 weeks ago
Montreal, Quebec, Canada Aon Hewitt Full timeSenior Investment ConsultantAon Hewitt is seeking a Senior Investment Consultant to join our team. As a key member of our Investment Consulting practice, you will be responsible for delivering investment consulting material and advice to institutional clients.Your primary focus will be on providing consulting support services and technical support on a range...
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Senior Investment Consultant
4 weeks ago
Montreal, Quebec, Canada Aon Hewitt Full timeJob 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...
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Senior Investment Advisor
4 weeks ago
Montreal, Quebec, Canada NBC Full timeJob 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...
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Senior Investment Consultant
3 weeks ago
Montreal, Quebec, Canada Aon Full timeJob 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...
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Senior Investment Advisor
4 weeks ago
Montreal, Quebec, Canada NBC Full timeJob 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...