Investment & Personal Banking Specialist Longueuil
2 weeks ago
Requisition ID: 172288 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 Trainee 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 : Longueuil 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
4 weeks ago
Longueuil, Canada Scotiabank Full timeSenior Investment & Personal Banking Specialist – Longueuil, Quebec 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...
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Senior Investment
4 weeks ago
Longueuil, Canada Scotiabank Full timeSenior Investment & Personal Banking Specialist – Longueuil, Quebec 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...
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Senior Investment
4 weeks ago
Longueuil, Canada Scotiabank Full timeSenior Investment & Personal Banking Specialist – Longueuil, Quebec 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...
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Senior Investment
6 days ago
Longueuil, Quebec, Canada Scotiabank Full timeRequisition ID: 134992 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 is to provide...
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Senior Investment
4 weeks ago
Longueuil, Canada Scotiabank Full timeA leading financial institution is seeking a Senior Investment & Personal Banking Specialist in Longueuil, Quebec. The role involves providing tailored financial solutions and building strong client relationships to enhance customer experiences. Candidates should have at least two years of related experience, a mutual funds sales license, and strong sales...
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Senior Investment
4 weeks ago
Longueuil, Canada Scotiabank Full timeA leading financial institution is seeking a Senior Investment & Personal Banking Specialist in Longueuil, Quebec. The role involves providing tailored financial solutions and building strong client relationships to enhance customer experiences. Candidates should have at least two years of related experience, a mutual funds sales license, and strong sales...
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Personal Banking Advisor
2 weeks ago
Longueuil, Canada BMO Full timeA leading Canadian bank is seeking a Personal Banking Associate in Longueuil, Canada. This role involves guiding customers through banking services, identifying referral opportunities, and providing personalized banking and investment advice. The ideal candidate has strong customer service experience and a passion for helping clients. Competitive salary...
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Urgent Search: Senior Investment
4 weeks ago
Longueuil, Canada Scotiabank Full timeA leading financial institution is seeking a Senior Investment & Personal Banking Specialist in Longueuil, Quebec. The role involves providing tailored financial solutions and building strong client relationships to enhance customer experiences. Candidates should have at least two years of related experience, a mutual funds sales license, and strong sales...
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Personal Banking Associate
1 week ago
Longueuil, Canada BMO Financial Group Full time279 rue Saint-Charles Longueuil Quebec,J4H 1E4 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 achieve...
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Personal Banking Associate
11 hours ago
Longueuil, Canada BMO Financial Group Full time7171 boulevard Cousineau Longueuil Quebec,J3Y 8N2 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...
