Senior Investment and Banking Relationship Manager
2 weeks ago
At Scotiabank, we are seeking a highly skilled Senior Investment and Banking Relationship Manager to join our team. This role is based in British Columbia, Canada.
About the RoleWe are looking for a results-driven professional with a strong background in financial planning and investment sales. As a Senior Investment and Banking Relationship Manager, you will be responsible for establishing and deepening relationships with existing customers, as well as acquiring new ones. Your primary goal will be to contribute to the team's overall success by meeting and exceeding negotiated deposit and investment sales goals.
Key Responsibilities:- Manage a portfolio of high-value customers and provide tailored financial advice on complex investment and retirement planning strategies.
- Conduct comprehensive reviews to understand customers' needs and develop customized financial plans to achieve their goals.
- Develop and maintain strong relationships with peers, customers, and partners to drive business growth and customer satisfaction.
- Cultivate a network of referrals to expand the customer base and increase revenue.
We offer a competitive compensation package, including a salary range of $85,000 - $110,000 per year, depending on experience. In addition, you will have access to ongoing training and development opportunities to enhance your skills and knowledge. Our inclusive culture values diversity and recognizes individual contributions.
Requirements:- A minimum of three years' experience in financial planning and investment sales.
- Demonstrated sales management experience and ability to market Scotiabank products.
- Strong communication and interpersonal skills to build relationships with customers, peers, and partners.
This role is based in one of the following locations: Port Coquitlam, Coquitlam, New Westminster, or Pitt Meadows, all in British Columbia, Canada.
About ScotiabankScotiabank is a leading bank in the Americas, committed to making a difference in our communities. We value diversity, inclusivity, and accessibility, and strive to create an environment where everyone can thrive.
-
Senior Investment Strategist
2 weeks ago
Port Moody, British Columbia, Canada Royal Bank of Canada Full timeJob OverviewWe are seeking a highly motivated Senior Investment Strategist to join our team at Royal Bank of Canada. As a key member of our financial planning and portfolio solutions team, you will be responsible for providing tailored investment advice to clients and creating custom solutions to help them achieve their long-term financial goals.Key...
-
Senior Kitchen Professional
3 weeks ago
Coquitlam, British Columbia, Canada NANJEE INVESTMENT CORP. Full timeJob Title: Senior Kitchen Professional About the Role: We are seeking a highly skilled and experienced Senior Kitchen Professional to join our team at NANJEE INVESTMENT CORP. as part of our ongoing efforts to deliver exceptional culinary experiences. Key Responsibilities: Cooking and Preparation: Prepare and cook complete meals or individual dishes and...
-
Coquitlam, British Columbia, Canada Royal Bank of Canada> Full timeOverview of Royal Bank of CanadaRoyal Bank of Canada is a leading full-service investment and wealth management firm committed to helping clients build financial success through a personalized approach.We are seeking an Administrative Assistant/Associate to provide administrative support to multiple Investment Advisor teams and branch support in our...
-
Food Service Management Expert
4 weeks ago
Coquitlam, British Columbia, Canada NANJEE INVESTMENT CORP. Full timeJob SummaryNanjee Investment Corp. is seeking a skilled Food Service Supervisor to oversee daily operations in our establishment.Key ResponsibilitiesSupervise and coordinate the activities of food preparation staff, ensuring seamless service to our clients.Maintain high standards of quality and presentation in food and service.Manage inventory and records,...
-
Port Coquitlam, British Columbia, Canada Scotiabank Full timeWe are seeking a Senior Customer Experience Associate to join our team at Scotiabank. As a key member of our Branch Network, this role is critical in providing exceptional service to our customers and helping them achieve their financial goals.About the RoleThe Senior Customer Experience Associate will be the face of our branches, embodying the character and...
-
Customer Service Representative
2 weeks ago
Port Alberni, British Columbia, Canada BMO Full timeAbout the RoleWe are seeking a skilled Customer Service Representative to join our team as a Personal Banking Specialist. In this role, you will be responsible for delivering exceptional service to BMO customers and prospects, identifying their needs and providing advice and guidance on financial solutions that meet their interests.Key...
-
Customer Experience Director
2 weeks ago
Port Coquitlam, British Columbia, Canada Scotiabank Full timeAbout the RoleThis leadership position is responsible for overseeing high-performing Retail Service teams at Scotiabank. The ideal candidate will champion Scotiabank's core values and culture, while prioritizing customer success and financial goals.Lead and manage a team of Customer Experience Associates and Senior Customer Experience Associates.Build strong...
-
Customer Experience Lead
2 weeks ago
Port Coquitlam, British Columbia, Canada Scotiabank Full timeAs a Customer Experience Lead at Scotiabank, you will be responsible for driving customer satisfaction and loyalty in our Retail Service teams.About the RoleThis is an exciting opportunity to lead and support a high-performing team of Customer Experience Associates, championing Scotiabank's core values and culture. We are looking for an enthusiastic and...
-
Coquitlam, British Columbia, Canada BDC Full timeRole OverviewWe are seeking an experienced Account Manager to join our team at BDC, the only bank dedicated exclusively to entrepreneurs. In this role, you will leverage your financial knowledge, interpersonal skills, and networking strengths to support entrepreneurs in Coquitlam and Tri-Cities with customized Financing and Advisory solutions.Focusing on...
-
Financial Planner
2 weeks ago
Port Alberni, British Columbia, Canada BMO Full timeJob DescriptionJob Title: Financial PlannerJob Family Group: Retail Banking Sales & ServiceAs a Financial Planner at BMO, you will provide financial and investment planning and advice to deliver a solution in the best interests of the customer. You will determine client needs and provide solutions through the sales of managed products and services.Key...
-
Port Moody, British Columbia, Canada Royal Bank of Canada Full timeJob OverviewRoyal Bank of Canada is seeking an experienced Financial Planner to join our team in the Tri-Cities market. As a key player in our Personal and Commercial Banking division, you will be responsible for creating custom investment solutions for clients and driving business growth.Salary: $80,000 - $120,000 per year, based on experience and...
-
Port Coquitlam, British Columbia, Canada Randstad Canada Full timeWe are seeking a highly experienced Staff Accountant to join our team in Coquitlam, located on-site. This is an excellent opportunity for a full cycle accountant who has had extensive experience with vendor management, oversight of AP/AR processes and ideally has worked in a manufacturing industry.This company reports to a publicly listed entity in the US,...
-
Executive Wealth Strategist
2 weeks ago
Coquitlam, British Columbia, Canada Scotiabank Full timeRole SummaryWe are seeking an experienced Executive Wealth Strategist to join our team in Canada. As a key member of our wealth management group, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.About the RoleThis is an exciting opportunity to work with a...
-
Senior Retail Manager
1 month ago
Port Coquitlam, British Columbia, Canada beBee Professionals Full time $45,000 - $65,000We are seeking a Senior Retail Manager to lead our team in Canada. In this role, you will be responsible for the overall operations and management of the store, ensuring excellent customer service and profitability.Key Responsibilities:Oversee daily operations and manage store staff.Ensure a high level of customer service and satisfaction.Monitor inventory...
-
Senior Operations Manager
1 month ago
Port Coquitlam, British Columbia, Canada beBee Professionals Full time $75,000 - $95,000As a Senior Operations Manager, you will be responsible for overseeing projects from conception to completion. You will work closely with stakeholders to ensure projects are delivered on time and within budget.Key Responsibilities:Develop and implement project plans and timelines.Coordinate and manage project resources, including team members and...
-
Customer Experience and Service Delivery Manager
2 weeks ago
Port Coquitlam, British Columbia, Canada Scotiabank Full timeJob OverviewWe are seeking an experienced leader to oversee our Retail Service teams at Scotiabank.About the RoleThis role is responsible for leading a team of Customer Experience Associates and Senior Customer Experience Associates.Key Responsibilities:The ideal candidate will have excellent leadership skills, with experience managing a team of employees....
-
Administrative Support Professional
3 weeks ago
Coquitlam, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a skilled Administrative Support Professional to provide high-quality support to our Investment Advisor teams and branch operations. As a key member of our team, you will be responsible for coordinating meetings, preparing materials, and maintaining accurate records.Key ResponsibilitiesCoordinate meetings and...
-
Food Services Operations Manager
4 weeks ago
Coquitlam, British Columbia, Canada NANJEE INVESTMENT CORP. Full timeTo succeed in this role, you will be responsible for determining the type of services to be offered and implementing operational procedures. Ensure health and safety regulations are followed, negotiate with suppliers, participate in marketing plans, and provide customer service.Key ResponsibilitiesDetermine services to be offered and implement operational...
-
Leader in Care Excellence
3 weeks ago
Port Coquitlam, British Columbia, Canada Sienna Senior Living Full timeSienna Senior Living Associate Director of Care - RPNRole Summary:The Associate Director of Care is a pivotal leadership role that drives excellence in care delivery within our communities. As a seasoned leader, you will oversee the nursing team, ensuring seamless communication and defined lines of authority.Key Responsibilities:Oversees Nursing Team:...
-
Customer Experience Leader
2 weeks ago
Port Coquitlam, British Columbia, Canada Scotiabank Full timeAt Scotiabank, we're seeking a Customer Experience Leader to join our Canadian Banking Branch network. As the face of our organization, you'll be responsible for providing exceptional service and support to customers throughout their journey.About the RoleThis is a customer-facing role that requires strong communication and interpersonal skills. As a...