Senior Investment Specialist

3 weeks ago

Rosemère, Quebec, Canada Scotiabank Full time

Requisition ID: 209334

At Scotiabank, we're seeking a customer-centric Senior Investment Specialist to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service throughout the customer's journey.

About the role

As a Senior Investment Specialist, you will be passionate about financial sales and delivering trusted financial advice to customers. You will provide a full range of customized financial solutions using a financial planning approach.

Key responsibilities

  • Be passionate about financial sales and delivering trusted financial advice to customers
  • 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
  • Be highly engaged
  • 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 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's in it for you?

  • 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 be able to communicate in English and French because they will serve an English-speaking clientele.

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