Investment and Personal Banking Professional

3 days ago


Dorval, Quebec, Canada Scotiabank Full time

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
  1. Understand customers' financial goals and preferences, analyze their needs, and recommend the appropriate strategies and solutions.
  2. Focus on complex solutions and comprehensive financial planning.
  3. Build strong relationships with customers, focusing on providing a great client experience and growing long-standing relationships.
  4. Demonstrate a collaborative approach when dealing with peers, customers, and partners.
Essential 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.
  • A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent).


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