Investment & Personal Banking Specialist -chabanel
3 days ago
Requisition ID: 183492 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 : Montreal 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
11 hours ago
Montréal, Canada Scotiabank Full timeRequisition ID: 158614 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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Montréal, Canada Scotiabank Full timeRequisition ID: 169389 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...
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Montréal, Canada Scotiabank Full timeRequisition ID: 154461 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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Montréal, Canada Scotiabank Full timeRequisition ID: 167369 Join the Global Community of Scotiabankers to help customers become better off. **About the role**: **What your role will be** Investment & Personal Banking Specialist 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...
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Montréal, Canada Scotiabank Full timeRequisition ID: 221469 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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Montréal, Canada Scotiabank Full timeRequisition ID: 216215 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 and Retirement Specialist
3 days ago
Montréal, Canada National Bank of Canada Full timeAs an Investment and Retirement Specialist at National Bank, you will support and guide clients in developing investment strategies tailored to their needs. Your determination, your strong network of branch advisors and internal partners and your in-depth knowledge of investment products will be the keys to your success. **Your job**: - Increase savings in...
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Investment Specialist Associate
7 days ago
Montréal, Canada Scotiabank Full timeRequisition ID: 150824 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 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 master the skills required to...
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Investment Specialist Associate
1 week ago
Montréal, Canada Scotiabank Full timeRequisition ID: 164261 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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Personal Banking Associate
11 hours ago
Montréal, Canada BMO Financial Group Full timeAddress: 409 boul Grand Job Family Group: Retail Banking Sales & Service 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...
