Investment & Personal Banking Specialist
3 days 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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Senior Investment
2 weeks ago
Boisbriand, Canada Scotiabank Full timeA leading bank in the Americas seeks a Senior Investment & Personal Banking Specialist in Boisbriand, Quebec. In this customer-centric role, you will deliver exceptional service by providing trusted financial advice and personalized solutions. Candidates should have a minimum of two years in financial sales, a license to sell mutual funds, and a commitment...
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Senior Investment
2 weeks ago
Boisbriand, Canada Scotiabank Full timeA leading bank in the Americas seeks a Senior Investment & Personal Banking Specialist in Boisbriand, Quebec. In this customer-centric role, you will deliver exceptional service by providing trusted financial advice and personalized solutions. Candidates should have a minimum of two years in financial sales, a license to sell mutual funds, and a commitment...
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Senior Investment
1 week 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
6 days 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
1 week 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
1 week 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
4 days ago
Boisbriand, Canada Accelerate Her Future® Full timeDescription 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 able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus...
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Boisbriand, Quebec, 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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Senior Wealth
4 days ago
Boisbriand, Canada Accelerate Her Future® Full timeA leading financial institution is seeking a Senior Investment & Personal Banking Specialist in Boisbriand, Canada. In this role, you'll provide exceptional customer service and comprehensive financial solutions, helping clients achieve their financial goals. You should have at least two years of experience in investment sales and a license to sell mutual...
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Personal Banking Associate
3 weeks ago
Boisbriand, Canada BMO Full timePersonal Banking Associate 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 through various channels with BMO partners to deliver the desired customer experience and...
