Senior Investment

6 days ago

Montreal, Quebec, Canada Scotiabank Full time
Senior Investment & Personal Banking Specialist Role

We are seeking a Senior Investment & Personal Banking Specialist to join our Canadian Banking Branch network. As an essential member of the team, your focus will be on providing exceptional service throughout the customer's journey.

About the Job

This role is ideal for a customer-centric individual who can connect with people in a relatable way. You will be passionate about financial sales and delivering trusted financial advice to customers.

  • You will provide a full range of customized financial solutions using a financial planning approach.
  • You will understand customers' financial goals and preferences, analyzing their needs and recommending the appropriate strategies and solutions to help them achieve their goals.
  • You will focus on complex solutions and comprehensive financial planning.
  • You will be results-driven and demonstrate a collaborative approach when dealing with peers, customers, and partners.
  • You will build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers.
Requirements

To succeed in this role, you will need:

  • A minimum of 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?

As a Senior Investment & Personal Banking Specialist at Scotiabank, you can expect:

  • A competitive compensation package, including a salary of approximately $80,000 - $120,000 per year, depending on location and experience.
  • The ability to make a lasting impact on customers and grow your career.
  • An organization committed to making a difference in our communities – for you and your customers.
  • An assigned book of mid to high affluent customers.
  • The ability to provide complex solutions and comprehensive financial planning.
  • Clear, transparent criteria to progress in your career.

Pursuant to a language needs assessment, the successful candidate will be required to communicate in English and French, as they will serve an English-speaking clientele. Location(s): Canada : Quebec : Montreal. Scotiabank is a leading bank in the Americas, guided by its purpose: 'for every future'. We help our customers, their families, and communities achieve success through various advice, products, and services.

  • 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

    3 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...

  • 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 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 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 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 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 Advisor

    4 weeks ago

    Montreal, Quebec, Canada NBC Full time

    Job SummaryAs a Senior Investment Advisor at National Bank Financial (NBF), you will play a key role in providing support to our wealth advisors on managed solutions and advising them on portfolio management best practices to better support their clients and generate better returns.Your primary responsibilities will include:Building close relationships with...

  • 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 Analyst

    4 weeks ago

    Montreal, Quebec, Canada PSP Investments Full time

    About PSP InvestmentsWe are a leading investment management company that encourages our employees to grow, forge powerful relationships, contribute, and fuel inspired investment launchpads. Our culture fosters collaboration and allows us to think beyond, in an interconnected way. We advocate for our employees to speak-up, learn, experiment, share, and be...

  • 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 Director of Private Investments

    4 weeks ago

    Montreal, Quebec, Canada Patrimonica Full time

    Job Title: Senior Director of Private InvestmentsPatrimonica Asset Management Inc. and its Wealth Management Advisory division iNFiNi-t is seeking a Senior Director of Private Investments to join our team.The ideal candidate will have at least 10 years of experience in an external manager selection and due diligence role, with a strong understanding of...

  • Senior Manager Investment Solutions

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Senior Manager Investment SolutionsAbout the Role:As a Senior Manager Investment Solutions, you will be responsible for leading a team of approximately 13 employees who are committed to responding effectively to our clients while ensuring a superior client experience for their investment needs.Key Responsibilities:• Ensure the smooth running of...

  • 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...

  • Senior Director, Cleantech Investments, Canada Growth Fund Investment Management

    3 weeks ago

    Montreal, Quebec, Canada PSP Investments Full time

    About PSP InvestmentsPSP Investments is a leading Canadian pension fund manager that is committed to a culture of collaboration and innovation. We are seeking a highly skilled and experienced Senior Director, Cleantech Investments, to join our Canada Growth Fund Investment Management team.About the RoleAs a Senior Director, Cleantech Investments, you will...

  • 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 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...