Investment & Personal Banking Specialist- Promenade
8 hours ago
Requisition ID: 195938 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **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 performance-oriented culture that includes coaching, learning, and development - there are endless possibilities. At Scotiabank - you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here. **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by: - Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for - Educating our customers, providing relevant insights and expert advice - Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals - Nurturing strong, long-standing relationships - Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience **What you need to succeed** - The appetite and drive to build strong customer relationships and deliver excellence customer service - The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals - To uncover and solve for customers’ needs - Mutual Funds licence and working towards the CIFP Diploma **What we’re offering** - The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. - A competitive compensation and benefits package. - An organization committed to making a difference in our communities - for you and our customers. - You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development. - You’ll receive clear, transparent criteria to progress in your career. - You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise Location(s): Canada : Quebec : Gatineau 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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Gatineau, Canada Scotiabank Full timeRequisition ID: 205230 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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Client-Focused Investment
3 weeks ago
Gatineau, Canada Scotiabank Full timeA leading financial institution is seeking an Investment & Personal Banking Specialist in Gatineau. The role focuses on providing exceptional service, building strong client relationships, and delivering financial advice. Candidates should possess sales management experience, a license to sell mutual funds, and knowledge of financial planning. This role...
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Client-Focused Investment
3 weeks ago
Gatineau, Canada Scotiabank Full timeA leading financial institution is seeking an Investment & Personal Banking Specialist in Gatineau. The role focuses on providing exceptional service, building strong client relationships, and delivering financial advice. Candidates should possess sales management experience, a license to sell mutual funds, and knowledge of financial planning. This role...
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Investment Specialist Administrator
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Gatineau, Canada Scotiabank Full timeRequisition ID: 176151 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job** The Investment Specialist Administrator (ISA) will be responsible for working with an Investment Specialist(s) in support of their development of new wealth management business relationships in target markets. In...
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Investment Specialist Associate
4 days ago
Gatineau, Canada Scotiabank Full timeRequisition ID: 170085 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
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Gatineau, 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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Gatineau, Canada BMO Financial Group Full time99, boulevard de l'Hopital Gatineau Quebec,J8T 7V1 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 customer experience and...
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Gatineau, Canada Scotiabank Full timeBusiness Systems Analyst - Wealth Management, Trading Posted 14 days ago WORK MODE: MINIMUM 4 DAYS ONSITE REQUIRED We are seeking a highly skilled Business Systems Analyst to join our team. Key Responsibilities Collaborate with business stakeholders, solution architects, and development teams to gather and translate requirements for transitioning legacy...
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