Investment & Personal Banking Specialist - Quebec, Qc
7 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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Québec City, Canada Scotiabank Full timeRequisition ID: 245389Join 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...
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Senior Investment
4 weeks ago
Quebec, Canada Scotiabank Full timeTitle: Senior Investment & Personal Banking Specialist- Ste-Foy, QC Requisition ID: 242791 Roynat Capital, a wholly owned subsidiary of Scotiabank, is a national lender and investor with expertise in providing innovative long-term capital solutions for mid‑sized companies utilizing senior term, subordinated debt, as well as mezzanine capital and common...
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Senior Investment
4 weeks ago
Quebec, Canada Scotiabank Full timeTitle: Senior Investment & Personal Banking Specialist- Ste-Foy, QC Requisition ID: 242791 Roynat Capital, a wholly owned subsidiary of Scotiabank, is a national lender and investor with expertise in providing innovative long-term capital solutions for mid‑sized companies utilizing senior term, subordinated debt, as well as mezzanine capital and common...
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Senior Investment
4 weeks ago
Quebec, Canada Scotiabank Full timeTitle: Senior Investment & Personal Banking Specialist- Ste-Foy, QC Requisition ID: 242791 Roynat Capital, a wholly owned subsidiary of Scotiabank, is a national lender and investor with expertise in providing innovative long-term capital solutions for mid‑sized companies utilizing senior term, subordinated debt, as well as mezzanine capital and common...
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Senior Investment
4 weeks ago
Quebec, Canada Scotiabank Full timeA national lending institution seeks a Senior Investment & Personal Banking Specialist in Quebec City. This role focuses on providing exceptional financial advice and customized solutions to clients while building strong relationships. Candidates should have minimum two years of experience in investment sales, a mutual fund sales license, and a commitment to...
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Senior Investment
4 weeks ago
Quebec, Canada Scotiabank Full timeA national lending institution seeks a Senior Investment & Personal Banking Specialist in Quebec City. This role focuses on providing exceptional financial advice and customized solutions to clients while building strong relationships. Candidates should have minimum two years of experience in investment sales, a mutual fund sales license, and a commitment to...
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Senior Investment
4 weeks ago
Quebec, Canada Scotiabank Full timeA national lending institution seeks a Senior Investment & Personal Banking Specialist in Quebec City. This role focuses on providing exceptional financial advice and customized solutions to clients while building strong relationships. Candidates should have minimum two years of experience in investment sales, a mutual fund sales license, and a commitment to...
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(s): Canada : Quebec : Boisbriand Scotiabank Global Site Full timeRequisition ID: 244043Join 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...
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Mortgage Specialist
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Quebec City, Canada Scotiabank Full timeRequisition ID: 173234 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. At Scotiabank we are committed to being the institution of choice in the financial sector, providing superior products and services, and being a good corporate citizen to the benefit of our customers, shareholders, and staff. Our...
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(s): Canada : Quebec : Montreal Scotiabank Global Site Full timeRequisition ID: 240516Join 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...
