Senior Investment Specialist

1 month ago

Laval, Quebec, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled Senior Investment Specialist to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers throughout their financial journey.

Key Responsibilities:

  • Deliver trusted financial advice and customized solutions to customers
  • Provide a full range of financial services using a financial planning approach
  • Understand customers' financial goals and preferences, analyzing their needs and recommending strategies to help them achieve their goals
  • Focus on complex solutions and comprehensive financial planning
  • Be results-driven and highly engaged
  • Demonstrate a collaborative approach when dealing with peers, customers, and partners
  • Build relationships and provide a great client experience

Requirements:

  • A minimum two years of related experience selling investment and credit products
  • Demonstrated sales management experience and the ability to market Scotiabank
  • Excellent communication skills in English and French
  • 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 customized for Retail Banking
  • Ability to make a lasting impact on customers
  • An organization committed to making a difference in our communities
  • Ability to provide complex solutions and comprehensive financial planning
  • You'll receive clear transparent criteria to progress in your career
Language Requirement

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will be required to work closely with other groups from head office who operate primarily in English and will serve an English and French-speaking clientele.

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