Senior Investment Banking Specialist

4 days ago


MontréalOuest, Quebec, Canada Scotiabank Full time
About the Role

We are seeking a Senior Investment Banking Specialist to join our Canadian Banking Branch network. As an essential member of our team, your focus will be on providing exceptional service throughout the customer's journey.

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.
  • 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.

Skills and Qualifications:

  • 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 package, including a base salary of approximately $60,000 - $80,000 per year, plus benefits and bonuses.
  • The opportunity to make a lasting impact on customers and grow your career within our organization.
  • A dynamic work environment that values diversity and inclusion.


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