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Senior Investment Specialist

2 months ago

Laval, Quebec, Canada Scotiabank Full time
About the Role

We 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 throughout their financial journey.

Key Responsibilities:

  • Deliver trusted financial advice and customized solutions to customers
  • Analyze customers' financial goals and preferences to recommend appropriate strategies and solutions
  • Focus on complex solutions and comprehensive financial planning
  • Build strong relationships with customers and peers to provide a great client experience
  • Stay up-to-date with industry trends and regulatory requirements

Requirements:

  • Minimum two years of experience selling investment and credit products
  • Demonstrated sales management experience and ability to market Scotiabank
  • Excellent communication skills in English and French
  • Licence to sell mutual funds and working towards CIFP Diploma in Financial Planning

What We Offer:

  • Competitive compensation and benefits package
  • Opportunity to make a lasting impact on customers
  • Collaborative and inclusive work environment
  • Professional development opportunities

Language Requirement:

Pursuant to a language needs assessment, the successful candidate will be required to communicate in English and French to work closely with other groups and serve an English and French-speaking clientele.