Investment & Personal Banking Specialist Maguire
3 days ago
Requisition ID: 176182 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 : Quebec || Canada : Quebec : Sainte-foy 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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Quebec City, Canada Scotiabank Full timeRequisition 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...
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Senior Investment
1 week 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
1 week 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
4 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
4 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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Personal Banking Associate
2 weeks ago
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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Trusted Investment
4 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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Investment and Retirement Specialist
4 days ago
Quebec City, Canada National Bank of Canada Full time**Primary Locations**:Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Being an Investment and Retirement Specialist means working for a recognized bank by supporting your clients in developing investment strategies that are tailored to their needs. You will stand out by your determination, your networking skills...
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Quebec, Canada Scotiabank Full timeTitle: Investment & Personal Banking Specialist - Ste-Foy, QC (6-month contract) Requisition ID: 247639 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be… At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a...
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Quebec, Canada Scotiabank Full timeTitle: Investment & Personal Banking Specialist - Ste-Foy, QC (6-month contract) Requisition ID: 247639 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be… At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a...
