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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 & Personal Banking 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, connecting with them in a relatable way, and delivering trusted financial advice.

Key Responsibilities
  • Provide a full range of customized financial solutions using a financial planning approach.
  • Understand customers' financial goals and preferences, analyze their needs, and recommend the appropriate strategies and solutions to help them achieve their goals.
  • Focus on complex solutions and comprehensive financial planning.
  • Be results-driven and demonstrate a collaborative approach when dealing with peers, customers, and partners.
  • Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers.
Requirements
  • A minimum of two years of related experience selling investment and credit products.
  • Demonstrated 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 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.
  • You'll receive clear transparent criteria to progress in your career.

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