Investment & Personal Banking Specialist Trainee - Brossard

1 week ago


Brossard, Quebec, Canada Scotiabank Full time
About the Role

As a key member of the Canadian Banking Branch network, you will be responsible for providing exceptional service to customers throughout their financial journey. Your focus will be on delivering trusted financial advice and creating financial plans that meet their needs.

Key Responsibilities
  • Provide financial sales and advice to customers
  • Educate customers on financial planning and investment options
  • Create financial plans using relevant financial planning tool modules and select advice based tools and resources
  • Build relationships with customers and partners to grow long-standing relationships
  • Stay up-to-date with industry trends and regulatory requirements
Requirements
  • Sales management experience and the ability to market Scotiabank
  • The ability to build strong relationships with customers and partners
  • 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
  • The opportunity to make a lasting impact on customers
  • An inclusive culture where we value and recognize our employees' contributions
  • An organization committed to making a difference in our communities

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 and English-speaking clientele.



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