Senior Investment and Banking Relationship Manager

2 weeks ago


Port Coquitlam, British Columbia, Canada Scotiabank Full time

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 Role

We 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.
What We Offer

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.
Location

This role is based in one of the following locations: Port Coquitlam, Coquitlam, New Westminster, or Pitt Meadows, all in British Columbia, Canada.

About Scotiabank

Scotiabank 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.



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