Investment & Personal Banking Specialist
1 week ago
Requisition ID: 168764 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 : Gatineau 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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Bilingual Investment
2 weeks ago
Gatineau, Canada Scotiabank Full timeRequisition ID: 208324 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...
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Gatineau, Canada Scotiabank Full timeRequisition ID: 195938 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Investment & Personal Banking Specialist At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion...
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Gatineau, Canada Scotiabank Full timeRequisition ID: 240157 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...
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Client-Focused Investment
7 days ago
Gatineau, Canada Scotiabank Full timeA leading financial institution is seeking an Investment & Personal Banking Specialist in Gatineau. The role focuses on providing exceptional service, building strong client relationships, and delivering financial advice. Candidates should possess sales management experience, a license to sell mutual funds, and knowledge of financial planning. This role...
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Client-Focused Investment
22 hours ago
Gatineau, Canada Scotiabank Full timeA leading financial institution is seeking an Investment & Personal Banking Specialist in Gatineau. The role focuses on providing exceptional service, building strong client relationships, and delivering financial advice. Candidates should possess sales management experience, a license to sell mutual funds, and knowledge of financial planning. This role...
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Investment Specialist Administrator
7 days ago
Gatineau, Canada Scotiabank Full timeRequisition ID: 149233 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job** The Investment Specialist Administrator (ISA) will be responsible for working with an Investment Specialist(s) in support of their development of new wealth management business relationships in target markets. In...
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Investment Specialist Administrator
1 week ago
Gatineau, Canada Scotiabank Full timeRequisition ID: 176151 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job** The Investment Specialist Administrator (ISA) will be responsible for working with an Investment Specialist(s) in support of their development of new wealth management business relationships in target markets. In...
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Gatineau, Canada Scotiabank Full timeBusiness Systems Analyst - Wealth Management, Trading Posted 14 days ago WORK MODE: MINIMUM 4 DAYS ONSITE REQUIRED We are seeking a highly skilled Business Systems Analyst to join our team. Key Responsibilities Collaborate with business stakeholders, solution architects, and development teams to gather and translate requirements for transitioning legacy...
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Banking Advisor
1 week ago
Gatineau, Canada National Bank of Canada Full timeAttendance: On-Site Employment Category: Professional Type of Contract: Permanent Youtube Video A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical...
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Banking Advisor
1 week ago
Gatineau, Canada National Bank of Canada Full time**Primary Locations**:Gatineau, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Part-time**: **Hours Number**:25**: A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and...
