Investment & Personal Banking Specialist - Galeries
20 hours ago
Requisition 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 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 : Gatineau || Canada : Ontario : Ottawa 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 Associate
7 days ago
Gatineau, Canada TD Full timePersonal Banking Associate (Full time) – Galeries Aylmer Work Location: Aylmer, Quebec, CanadaHours: 37.5Line Of Business: Personal & Commercial BankingPay Details: 45,700$ – 61,000$ CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the...
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Client-Focused Investment
2 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 Associate
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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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Gatineau, Canada Scotiabank Full timeRequisition ID: 248092Join 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...
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Banking advisor
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Gatineau, Canada National Bank Full timeYoutube Video A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role...
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Investment & Personal Banking Specialist
20 hours ago
Gatineau, Canada Banque Scotia Full timeNuméro de la demande: 205230 Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement. **À propos du role**: En tant que conseiller des services bancaires, votre approche est axée sur les clients et vous êtes en mesure d’établir facilement des liens avec eux. Acteur essentiel du...
