Investment Banking Specialist Trainee

2 weeks ago


Brossard, Quebec, Canada Scotiabank Full time
About the Role

We are seeking a highly motivated and customer-centric Investment & Personal Banking Specialist Trainee to join our team in Brossard. As an essential member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers throughout their journey.

Key Responsibilities
  • Deliver trusted financial advice to customers and educate them on relevant financial planning tools and resources.
  • Create financial plans and leverage relevant financial planning tool modules to provide expert advice.
  • Build strong relationships with customers, focusing on providing a great client experience and growing long-standing relationships.
  • Collaborate with peers, customers, and partners to achieve results-driven goals.
Requirements
  • Sales management experience and the ability to market Scotiabank.
  • The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers.
  • A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
What We Offer
  • A competitive compensation and benefits package.
  • The opportunity to make a lasting impact on customers.
  • An inclusive culture where we value and recognize our employees' contributions.
  • An organization committed to making a difference in our communities.

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French because they will serve and English-speaking clientele.



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