Investment & Personal Banking Specialist Trainee
1 week ago
Requisition ID: 158816 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 Trainee 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 : Longueuil **How do I apply?** **Please complete the survey within 24 hours of receiving the invitation.** The purpose of the survey is to help provide insights about the work you enjoy. There are no right or wrong answers, and nobody will ever see your specific responses to any questions. Upon completion of the survey, you will see a summary report of your top five traits. We hope you find the information useful for your own personal development and growth. 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
1 week ago
Longueuil, Canada Scotiabank Full timeA leading bank in the Americas is seeking an Investment & Personal Banking Specialist in Longueuil, QC. The role involves building strong customer relationships, providing expert advice, and developing comprehensive financial plans. Successful candidates should have a strong drive for sales and bilingual skills in French and English. Offering competitive...
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Bilingual Investment
2 weeks ago
Longueuil, Canada Scotiabank Full timeA leading bank in the Americas is seeking an Investment & Personal Banking Specialist in Longueuil, QC. The role involves building strong customer relationships, providing expert advice, and developing comprehensive financial plans. Successful candidates should have a strong drive for sales and bilingual skills in French and English. Offering competitive...
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Longueuil, Canada Scotiabank Full timeTitle: Investment & Personal Banking Specialist - Longueuil, QC Requisition ID: 245933 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 commitment to diversity and inclusion and a performance‑oriented culture that includes coaching, learning, and...
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Longueuil, Canada Scotiabank Full timeTitle: Investment & Personal Banking Specialist - Longueuil, QC Requisition ID: 245933 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 commitment to diversity and inclusion and a performance‑oriented culture that includes coaching, learning, and...
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Investment Specialist Associate
3 days ago
Longueuil, Canada Scotiabank Full timeRequisition ID: 163276 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Investment Specialist Associate** As a Scotiabank Investment Specialist Associate, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to...
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Investment Specialist
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Longueuil, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Personal Banking Associate
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Longueuil, Quebec, Canada BMO Full time $36,000 - $54,500Application Deadline:12/04/2025Address:279 rue Saint-Charles Job Family Group:Retail Banking Sales & ServiceDelivers 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 through...
