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Westmount, Canada Scotiabank Full timeTitle: Investment & Personal Banking Specialist - Westmount, Qc Requisition ID: 243146 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...
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Investment & Personal Banking Specialist - Westmount, Qc
2 weeks ago
Requisition ID: 237080 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 In addition to French, the incumbent must also have sufficient proficiency in English, as the role involves regularly interacting and collaborating with groups and individuals based in Toronto, as well as consistently engaging with other people, including clients, who speak English, both locally and elsewhere. Location(s): Canada : Quebec : Westmount 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.
