Senior Investment Professional

2 days ago


Montreal, Quebec, Canada Scotiabank Full time

We are seeking a highly skilled Senior Investment Specialist to join our Canadian Banking Branch network. In this role, you will have the opportunity to provide exceptional service and build long-standing relationships with affluent customers.

About the Opportunity

As a Senior Investment Specialist, you will be responsible for delivering trusted financial advice and providing a full range of customized financial solutions using a financial planning approach. You will work closely with customers to understand their financial goals and preferences, analyzing their needs and recommending the appropriate strategies and solutions to help them achieve their goals.

Key Responsibilities
  • Provide complex solutions and comprehensive financial planning to high net worth individuals
  • Become licensed to sell mutual funds and obtain the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
  • Demonstrate a collaborative approach when dealing with peers, customers, and partners
  • Build strong relationships focused on providing a great client experience and growing relationships with existing customers
Requirements

To succeed in this role, you will need:

  • A minimum two years of related experience selling investment and credit products
  • Demonstrated sales management experience and the ability to market Scotiabank
  • The ability to communicate effectively in English and French
What We Offer

We offer a competitive compensation package that includes:

  • A salary range of $80,000 - $110,000 per year, based on experience and performance
  • Opportunities for professional growth and development
  • A dynamic and inclusive work environment
  • Access to a comprehensive benefits package
About Scotiabank

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families, and communities achieve success through a broad range of advice, products, and services.

Inclusive Work Environment

We value diversity and are committed to creating an inclusive and accessible work environment for everyone. If you require accommodation during the recruitment and selection process, please let us know.



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