Senior Investment Specialist
4 weeks ago
As a Senior Investment & Personal Banking Specialist, you will be responsible for delivering exceptional service to customers throughout their financial journey. Your focus will be on providing customized financial solutions using a financial planning approach, analyzing customers' financial goals and preferences, and recommending strategies to help them achieve their objectives.
Key Responsibilities- Provide a full range of financial solutions to customers, including investment and credit products
- Build strong relationships with customers, focusing on providing a great client experience and growing long-standing relationships
- Collaborate with peers, customers, and partners to deliver comprehensive financial planning and complex solutions
- Stay up-to-date with industry trends and regulatory requirements to ensure compliance and excellence in service delivery
- Minimum two years of related experience selling investment and credit products
- Demonstrated sales management experience and the ability to market Scotiabank
- Ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers
- Licence 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
- Ability to make a lasting impact on customers
- An organization committed to making a difference in our communities – for you and your customers
- An assigned book of mid to high affluent customers
- Ability to provide complex solutions and comprehensive financial planning
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 Manager
4 weeks 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 Analyst
2 months ago
Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full timeAbout PSP's Private Debt & Credit Investment (PDCI) GroupPSP's Private Debt & Credit Investment (PDCI) group is a leading investment manager that specializes in providing key operational support to the Capital Markets Alternatives investment team.About the RoleWe are seeking a highly skilled Senior Investment Analyst to join our team. As a Senior Investment...
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Senior Investment Analyst
2 months ago
Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full timeAbout PSP's Private Debt & Credit Investment (PDCI) GroupPSP's Private Debt & Credit Investment (PDCI) group is a leading investment manager that specializes in providing key operational support to the Capital Markets Alternatives investment team.About the RoleWe are seeking a highly skilled Senior Investment Analyst to join our team. As a Senior Investment...
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Senior Investment Analyst
2 months ago
Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full timeAbout PSP InvestmentsPSP Investments is one of Canada's largest pension investment managers, with CAD$264.9 billion of net assets as at March 31, 2024. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police, and the Reserve Force.About the RoleWe are seeking a Senior Analyst, Public Markets...
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Senior Investment Analyst
1 month ago
Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full timeAbout PSP InvestmentsPSP Investments is one of Canada's largest pension investment managers, with CAD$264.9 billion of net assets as at March 31, 2024. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police, and the Reserve Force.About the RoleWe are seeking a Senior Analyst, Public Markets...
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Senior Investment Analyst
2 months ago
Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full timeAbout PSP InvestmentsPSP Investments is one of Canada's largest pension investment managers, with CAD$264.9 billion of net assets as at March 31, 2024. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police, and the Reserve Force.About the RoleWe are seeking a Senior Analyst, Public Markets...
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Senior Investment Analyst
1 month ago
Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full timeAbout PSP InvestmentsPSP Investments is one of Canada's largest pension investment managers, with CAD$264.9 billion of net assets as at March 31, 2024. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police, and the Reserve Force.About the RoleWe are seeking a Senior Analyst, Public Markets...
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Senior Investment Analyst
2 months ago
Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full timeAbout PSP InvestmentsPSP Investments is one of Canada's largest pension investment managers, with CAD$264.9 billion of net assets as at March 31, 2024. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police, and the Reserve Force.Our team is responsible for providing key operational support...
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Senior Investment Analyst
2 months ago
Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full timeAbout PSP InvestmentsPSP Investments is one of Canada's largest pension investment managers, with CAD$264.9 billion of net assets as at March 31, 2024. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police, and the Reserve Force.Our team is responsible for providing key operational support...
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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 Specialist
3 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeRequisition ID: 207226About the RoleAs a Senior Investment & Personal Banking Specialist, 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 Analyst
4 weeks ago
Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full timeAbout PSP InvestmentsWe are one of Canada's largest pension investment managers, with CAD$264.9 billion of net assets as at March 31, 2024. Our mission is to provide a tailored employee experience and competitive total rewards and benefits package to attract and retain global diverse talent.Job SummaryWe are seeking a Senior Analyst, Public Markets...
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Senior Investment Analyst
4 weeks ago
Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full timeAbout PSP's Private Debt & Credit Investment (PDCI) GroupPSP's Private Debt & Credit Investment (PDCI) group is a leading player in the private debt and credit market, with a strong focus on delivering exceptional investment returns to our clients.About the RoleWe are seeking a highly skilled and experienced Senior Analyst to join our Public Markets...
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Senior Investment Specialist
2 months ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Investment Specialist to join our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional service to our customers, delivering trusted financial advice, and building long-standing relationships.Key ResponsibilitiesProvide a full range of customized...
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Senior Investment Specialist
2 months ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Investment Specialist to join our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional service to our customers, delivering trusted financial advice, and building long-standing relationships.Key ResponsibilitiesProvide a full range of customized...
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Senior Investment Professional
2 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 Professional
1 week ago
Montreal, Quebec, Canada Scotiabank Full timeAbout 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...
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Pension Investment Analyst
4 weeks ago
Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full timeInvestment Accounting and Financial Reporting SpecialistWe are a leading pension investment manager, responsible for investing funds for the pension plans of the federal public service.As a key member of our PSP's Private Debt & Credit Investment (PDCI) group, you will play a critical role in ensuring the accuracy and integrity of our financial reporting.Key...
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Senior Investment Manager
1 month ago
Montreal, Quebec, Canada Stonewood Group Inc. Full timeSenior Investment ManagerStonewood Group Inc. is seeking a seasoned Senior Investment Manager to join our Investments Team. As a key contributor, you will be responsible for originating, executing, managing, and exiting investments in emerging Canadian technology firms.Key ResponsibilitiesManage the valuation process using standard valuation...
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Senior Investment Manager
1 month ago
Montreal, Quebec, Canada Stonewood Group Inc. Full timeSenior Investment ManagerStonewood Group Inc. is seeking a seasoned Senior Investment Manager to join our Investments Team. As a key contributor, you will be responsible for originating, executing, managing, and exiting investments in emerging Canadian technology firms.Key ResponsibilitiesManage the valuation process using standard valuation...