
Investment and Personal Banking Professional
3 days ago
About the Position
This is a unique opportunity for a Senior Investment & Personal Banking Specialist to make a lasting impact on customers. You will be responsible for providing a full range of customized financial solutions using a financial planning approach.
Main Accountabilities- Understand customers' financial goals and preferences, analyze their needs, and recommend the appropriate strategies and solutions.
- Focus on complex solutions and comprehensive financial planning.
- Build strong relationships with customers, focusing on providing a great client experience and growing long-standing relationships.
- Demonstrate a collaborative approach when dealing with peers, customers, and partners.
- A minimum of two years of related experience selling investment and credit products.
- Demonstrated sales management experience and the ability to market Scotiabank.
- A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
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Dorval, Quebec, Canada Scotiabank Full timeRequisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional...
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Senior Investment
3 days ago
Dorval, Quebec, Canada Scotiabank Full timeRequisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs a Senior Investment & Personal Banking Specialist, you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide...
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Senior Investment
3 days ago
Dorval, Quebec, Canada Scotiabank Full timeRequisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs a Senior Investment & Personal Banking Specialist, you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide...
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Senior Investment
3 days ago
Dorval, Quebec, Canada Scotiabank Full timeRequisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs a Senior Investment & Personal Banking Specialist, you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide...
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Senior Investment Specialist
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Dorval, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated Senior Investment & Personal Banking Specialist to join our Canadian Banking Branch network. As an essential member of our team, you will provide exceptional service throughout the customer's journey.Key ResponsibilitiesProvide financial advice and customized solutions to customers using a financial planning...
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Dorval, Quebec, Canada Bombardier Transportation GmbH Full timePress Tab to Move to Skip to Content LinkSelect how often (in days) to receive an alert:Professional Engineering, Stress In-service SupportBombardier is a global leader, creating innovative and game-changing planes. Our products and services provide world-class transportation experiences that set new standards in passenger comfort, energy, efficiency,...