Investment & Personal Banking Specialist
1 week ago
Requisition 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 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 : Saint-Jérôme
How do I apply?
**Please complete the survey within 24 hours of receiving the invitation. **
The purpose of the survey is to help provide insights about the work you enjoy. There are no right or wrong answers, and nobody will ever see your specific responses to any questions. Upon completion of the survey, you will see a summary report of your top five traits.We hope you find the information useful for your own personal development and growth.
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.
JOB TYPE
Work Day:Full Time
Employment type:Permanent Job
Salary:Negotiable
JOB REQUIREMENTS
Minimal experience:Unspecified
-
Personal Banking Specialist, Investment
1 week ago
Laval, Canada Scotiabank Full timeRequisition 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...
-
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...
-
Investment & Personal Banking Specialist
2 days ago
Vaudreuil-Dorion, Quebec, Canada Scotiabank Full timeRequisition ID: 135890 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...
-
Senior Investment
6 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...
-
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...
-
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...
-
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...
-
Senior Investment
2 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...
-
Senior Investment
2 weeks ago
Quebec, Canada Scotiabank Full timeA national lending institution seeks a Senior Investment & Personal Banking Specialist in Quebec City. This role focuses on providing exceptional financial advice and customized solutions to clients while building strong relationships. Candidates should have minimum two years of experience in investment sales, a mutual fund sales license, and a commitment to...
-
Senior Investment
2 weeks ago
Quebec, Canada Scotiabank Full timeA national lending institution seeks a Senior Investment & Personal Banking Specialist in Quebec City. This role focuses on providing exceptional financial advice and customized solutions to clients while building strong relationships. Candidates should have minimum two years of experience in investment sales, a mutual fund sales license, and a commitment to...
