Investment & Personal Banking Specialist
1 day ago
Requisition ID: 199142 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 : Boisbriand 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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Boisbriand, Canada Scotiabank Full timeA leading financial institution is seeking an Investment & Personal Banking Specialist in Boisbriand. This role focuses on delivering exceptional financial advice and fostering strong customer relationships within the Canadian Banking Branch network. The ideal candidate will possess sales management experience, a mutual funds selling license, and be...
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Boisbriand, Canada Scotiabank Full timeInvestment & Personal Banking Specialist - Faubourg Boisbriand, Qc Requisition ID: 244043 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...
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Senior Investment
2 weeks ago
Boisbriand, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Title: Senior Investment & Personal Banking Specialist-Faubourg Boisbriand, Quebec Requisition ID: 244165 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...
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Senior Investment
2 weeks ago
Boisbriand, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Title: Senior Investment & Personal Banking Specialist-Faubourg Boisbriand, Quebec Requisition ID: 244165 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...
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Senior Investment
2 weeks ago
Boisbriand, Canada Scotiabank Full timeA leading financial institution is seeking a Senior Investment & Personal Banking Specialist in Boisbriand, Quebec. You will focus on delivering exceptional service and customized financial solutions to clients. The ideal candidate has a minimum of two years experience in selling financial products and excels at relationship building. This role offers...
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Senior Investment
2 weeks ago
Boisbriand, Canada Scotiabank Full timeA leading financial institution is seeking a Senior Investment & Personal Banking Specialist in Boisbriand, Quebec. You will focus on delivering exceptional service and customized financial solutions to clients. The ideal candidate has a minimum of two years experience in selling financial products and excels at relationship building. This role offers...
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Boisbriand, Quebec, Canada Scotiabank Full time US$60,000 - US$120,000 per yearRequisition 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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(s): Canada : Quebec : Boisbriand Scotiabank Global Site Full timeRequisition ID: 244043Join 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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Personal Banking Associate
1 week ago
Boisbriand, Quebec, Canada BMO Full time $36,000 - $54,500Application Deadline:12/31/2025Address:2310 boul du Faubourg 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...
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Personal Banking Associate
2 weeks ago
Boisbriand, Canada BMO Full timeApplication Deadline:12/31/2025Address:2310 boul du FaubourgJob 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...
