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Senior Investment Representative

2 months ago

Laval, Quebec, Canada Scotiabank Full time

**About the Role**

Are you passionate about delivering exceptional financial advice and solutions to customers? Do you have a strong background in financial sales and a desire to make a lasting impact on customers?

As a Senior Investment Representative at Scotiabank, you will play a key role in providing customized financial solutions to our clients. Your expertise in financial planning and sales will enable you to build strong relationships with customers and help them achieve their financial goals.

**Key Responsibilities**

  • Develop and implement comprehensive financial plans for clients, taking into account their financial goals, risk tolerance, and time horizon.
  • Provide expert advice on investment products and services, including mutual funds, stocks, and other investment vehicles.
  • Build and maintain strong relationships with clients, understanding their financial needs and preferences.
  • Collaborate with internal teams to provide seamless service to clients.
  • Stay up-to-date on market trends and economic conditions to provide informed advice to clients.

**Requirements**

  • Minimum two years of experience in financial sales and customer service.
  • Demonstrated sales management experience and ability to market Scotiabank's products and services.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • License to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
  • Fluency in English and French, with the ability to communicate effectively with clients and colleagues.

**What We Offer**

  • A competitive compensation and benefits package customized for Retail Banking.
  • The opportunity to make a lasting impact on customers and their financial lives.
  • A dynamic and supportive work environment that encourages collaboration and professional growth.
  • The chance to work with a leading financial institution that is committed to making a difference in our communities.

**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 required to work closely with other groups from head office who operate primarily in English and will serve an English and French-speaking clientele.