Investment & Personal Banking Specialist - Westmount, Qc
7 days 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.
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Westmount, Canada Scotiabank Full timeRequisition ID: 230066 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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Westmount, QC HZ B, Canada Scotiabank Full timeRequisition ID: Join 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 exceptional...
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Mortgage Specialist
5 days ago
Westmount, Canada Scotiabank Full timeRequisition ID: 174190 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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Customer Experience Associate
1 week ago
Westmount, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Title: Customer Experience Associate - Westmount, QC (22,5/week) Requisition ID: 247388 Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. About the role As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is...
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Westmount, Canada Scotiabank Full timeA leading banking institution is seeking a Customer Experience Associate in Westmount, QC. The role emphasizes customer relationships and service excellence. Ideal candidates should have proven customer service skills, technical aptitude, and a willingness to embrace a flexible schedule. This position offers significant growth opportunities within a...
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Investment & Personal Banking Specialist
2 weeks ago
Westmount, Canada Scotiabank Full timeRequisition ID: 148160 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Senior 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...
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Mortgage Advisor
2 weeks ago
Westmount, Canada Scotiabank Full timeRequisition ID: 163716 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: As a Mortgage Advisor you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and centres...
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Customer Experience Associate
1 week ago
Westmount, Canada Scotiabank Full timeRequisition ID: 234315 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals. Our...
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Customer Experience Associate
2 weeks ago
Westmount, Canada Scotiabank Full timeRequisition ID: 247388Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleAs a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.Our...
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ScotiaMcLeod Branch Administrator
2 weeks ago
Westmount, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Requisition ID: 247165 ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by...
