Personal Banking Specialist, Investment

1 week ago

VaudreuilDorion, Canada Scotiabank Full time

Requisition ID: 187673 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 : Vaudreuil-dorion 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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