Personal Banking Specialist, Investment
7 days ago
Requisition ID: 160063 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 negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers. Your primary role is to establish/deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners. **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 regarding complex investment and retirement planning to customers - Be results-driven by taking a proactive approach to discovering our customers’ needs, listening to understand what they are looking for - Conduct comprehensive reviews for assigned customers including retirement planning, wealth accumulation and estate planning utilizing financial planning skills to create customized financial strategies and solutions - Be highly engaged, educating customers, providing relevant insights and expert advice - 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**: - Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent) - A minimum three years experience of financial planning and investment sales experience - Demonstrated sales management experience and the ability to market Scotiabank - Ability to cultivate strong relationships with customers, peers and partners **What’s in it for you?** - A competitive compensation and benefits package tailored for the Investment & Personal Banking Specialist, Investment & Retirement Planning role - Ability to make a lasting impact on an assigned book of 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 Location(s): Canada : Quebec : Laval 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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Investment & Personal Banking Specialist
7 days ago
Laval, Quebec, Canada Scotiabank Full timeRequisition ID: 137064 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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Laval, Canada Scotiabank Full timeRequisition ID: 206364 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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Senior Investment
5 days ago
Laval, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Senior Investment & Personal Banking Specialist in Laval, Quebec. This role focuses on providing excellent customer service and delivering comprehensive financial solutions. Ideal candidates will have experience in financial sales and the ability to build meaningful customer relationships. A competitive...
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Senior Investment
5 days ago
Laval, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Senior Investment & Personal Banking Specialist in Laval, Quebec. This role focuses on providing excellent customer service and delivering comprehensive financial solutions. Ideal candidates will have experience in financial sales and the ability to build meaningful customer relationships. A competitive...
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Laval, Canada Scotiabank Full timeInvestment & Personal Banking Specialist - Quartier Laval, Qc Join to apply for the Investment & Personal Banking Specialist - Quartier Laval, Qc role at Scotiabank. 3 days ago Be among the first 25 applicants. 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...
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Laval, Canada Scotiabank Full timeInvestment & Personal Banking Specialist - Quartier Laval, Qc Join to apply for the Investment & Personal Banking Specialist - Quartier Laval, Qc role at Scotiabank. 3 days ago Be among the first 25 applicants. 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...
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Senior Investment
3 days ago
Laval, Canada Scotiabank Full timeSenior Investment & Personal Banking Specialist- Quartier Laval, Quebec Join to apply for the Senior Investment & Personal Banking Specialist- Quartier Laval, Quebec role at Scotiabank Requisition ID: 243032 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...
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Senior Investment
7 days ago
Laval, Canada Scotiabank Full timeA leading financial institution in Laval is seeking a Senior Investment & Personal Banking Specialist. In this role, you will provide exceptional service and customized financial solutions while building strong client relationships. Ideal candidates have two years of experience in financial sales and are pursuing a CIFP Diploma in Financial Planning....
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Senior Investment
6 days ago
Laval, Canada Scotiabank Full timeA leading financial institution in Laval is seeking a Senior Investment & Personal Banking Specialist. In this role, you will provide exceptional service and customized financial solutions while building strong client relationships. Ideal candidates have two years of experience in financial sales and are pursuing a CIFP Diploma in Financial Planning....
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Senior Investment
6 days ago
Laval, Canada Scotiabank Full timeA leading financial institution in Laval is seeking a Senior Investment & Personal Banking Specialist. In this role, you will provide exceptional service and customized financial solutions while building strong client relationships. Ideal candidates have two years of experience in financial sales and are pursuing a CIFP Diploma in Financial Planning....
