Personal Banking Specialist, Investment
2 days ago
Requisition ID: 160063 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, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers. Your primary role is to establish/deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners. **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 regarding complex investment and retirement planning to customers - Be results-driven by taking a proactive approach to discovering our customers’ needs, listening to understand what they are looking for - Conduct comprehensive reviews for assigned customers including retirement planning, wealth accumulation and estate planning utilizing financial planning skills to create customized financial strategies and solutions - Be highly engaged, educating customers, providing relevant insights and expert advice - 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**: - Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent) - A minimum three years experience of financial planning and investment sales experience - Demonstrated sales management experience and the ability to market Scotiabank - Ability to cultivate strong relationships with customers, peers and partners **What’s in it for you?** - A competitive compensation and benefits package tailored for the Investment & Personal Banking Specialist, Investment & Retirement Planning role - Ability to make a lasting impact on an assigned book of 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 qc_nord Location(s): Canada : Quebec : Laval 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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Personal Banking Specialist, Investment
1 week ago
Laval, Canada Scotiabank Full timeRequisition ID: 160063 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, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding...
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Investment & Personal Banking Specialist
1 week ago
Laval, Canada Scotiabank Full timeRequisition ID: 197709 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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Investment & Personal Banking Specialist
1 week ago
Laval, Quebec, Canada Scotiabank Full timeRequisition ID: 137064 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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Laval, Canada Scotiabank Full timeRequisition ID: 135171 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 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...
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Impactful Investment
2 days ago
Laval (administrative region), Canada Scotiabank Full timeA leading bank in the Americas is seeking an Investment & Personal Banking Specialist in Laval to deliver trusted financial advice and create tailored financial plans for clients. This role emphasizes building lasting customer relationships and providing exceptional service throughout their financial journey. Proficiency in both English and French is...
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Laval, Canada Scotiabank Full timeRequisition ID: 232659 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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Laval, Canada Scotiabank Full timeRequisition ID: 240449 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...
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Laval, Canada Scotiabank Full timeRequisition ID: 245940Join 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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Laval (administrative region), Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Title: Investment & Personal Banking Specialist - Laval & Surrounding Areas Requisition ID: 245940 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...
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Laval (administrative region), Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Title: Investment & Personal Banking Specialist - Laval & Surrounding Areas Requisition ID: 245940 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...
