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Senior Investment and Personal Banking Expert
2 months ago
Scotiabank is seeking a Senior Investment and Personal Banking Specialist to join their team in Montreal, Quebec.
About the RoleThis is an exciting opportunity for a customer-centric professional who can connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, you will provide exceptional service throughout the customer's journey.
Main Responsibilities- Deliver trusted financial advice and provide a full range of customized financial solutions using a financial planning approach.
- Understand customers' financial goals and preferences, analyzing their needs and recommending strategies to help them achieve their goals.
- Provide complex solutions and comprehensive financial planning to meet customers' needs.
- 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).
- Bilingualism in French and English, with the ability to communicate effectively with English-speaking clientele.
- A competitive compensation package, including a salary estimated at $65,000 - $80,000 per year, depending on experience.
- An assigned book of mid-to-high-affluent customers.
- The opportunity to make a lasting impact on customers and contribute to the success of Scotiabank.
- A collaborative work environment that values diversity and inclusion.
