Investment & Personal Banking Specialist - Quebec, Qc
4 days ago
Requisition ID: 232125 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As 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 service throughout the customer’s journey. **Is this role right for you? In this role, you will**: - Be passionate about financial sales as well as delivering trusted financial advice to customers - Educate customers, providing relevant insights and expert advice - Create financial plans, leveraging relevant financial planning tool modules and select advice based tools and resources - Understand the importance of being results-driven - Be highly engaged - Demonstrate a collaborative approach when dealing with peers, customers, and partners - Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers **Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have**: - 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) **What’s in it for you?** - A competitive compensation and benefits package - Ability 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 - for you and your customers - You will have an assigned book of mid-affluent customers and the ability to build on this book with growth potential customers - You’ll receive clear transparent criteria to progress in your career Location(s): Canada : Quebec : Brossard || Canada : Quebec : Laurier-station || Canada : Quebec : Laval || Canada : Quebec : Levis || Canada : Quebec : Longueuil || Canada : Quebec : Quebec Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
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Senior Investment
2 days ago
Quebec, Canada Accelerate Her Future® Full timeOverviewSenior Investment & Personal Banking Specialist- Sources, QC role at Accelerate Her Future®. Requisition ID: 238886. 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...
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Senior Investment
2 days ago
Quebec, Canada Accelerate Her Future® Full timeA leading financial services organization in Quebec is seeking a Senior Investment & Personal Banking Specialist. This role focuses on delivering exceptional service to clients and requires strong financial sales and relationship-building skills. The successful candidate will analyze customer needs and recommend suitable financial strategies. This full-time...
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Client-Focused Investment
2 weeks ago
Quebec, Canada Scotiabank Full timeA leading financial institution is seeking an Investment & Personal Banking Specialist in Quebec. In this role, you’ll deliver exceptional service and trusted financial advice throughout the customer journey. The ideal candidate will have sales management experience, the ability to build strong relationships, and a license to sell mutual funds....
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Client-Focused Investment
3 weeks ago
Quebec, Canada Scotiabank Full timeA leading financial institution is seeking an Investment & Personal Banking Specialist in Quebec. In this role, you’ll deliver exceptional service and trusted financial advice throughout the customer journey. The ideal candidate will have sales management experience, the ability to build strong relationships, and a license to sell mutual funds....
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Associate Portfolio Manager
1 week ago
Quebec City, Canada MD Financial Management Full timeRequisition ID: 195546 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Portfolio Manager to join our team. As an Associate Portfolio Manager, you will...
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Trusted Investment
2 weeks ago
Quebec, Canada Scotiabank Full timeA leading bank in the Americas seeks an Investment & Personal Banking Specialist to provide exceptional service and financial advice to clients in Quebec. The ideal candidate will have sales management experience and the ability to build strong customer relationships. This role includes creating financial plans and assisting clients with their financial...
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Bilingual Specialist
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Quebec City, Canada BMO Financial Group Full timeVIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Address: VIRTUAL(R)61 - HomeRes - QC - BMO - This position requires proficiency in a language other than French to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec._ Work schedule : must be available to work...
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Personal Banking Associate
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Quebec City, Canada BMO Financial Group Full time1660 Avenue Jules-Verne Quebec Quebec,G2G 2R5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...
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Women's Health Account Specialist
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Quebec City, Canada Bayer Full time**At Bayer we’re visionaries, driven to solve the world’s toughest challenges and striving for a world where ,Health for all, Hunger for none’ is no longer a dream, but a real possibility. We’re doing it with energy, curiosity and sheer dedication, always learning from unique perspectives of those around us, expanding our thinking, growing our...
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(s): Canada : Quebec : Montreal Scotiabank Global Site Full timeRequisition ID: 246475Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As 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...
