Investment & Personal Banking Specialist
5 days ago
Requisition ID: 172234 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 : Boucherville 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
2 weeks ago
Boucherville, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Title: Senior Investment & Personal Banking Specialist-Boucherville, Quebec Requisition ID: 247332 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...
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Senior Investment
2 weeks ago
Boucherville, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Title: Senior Investment & Personal Banking Specialist-Boucherville, Quebec Requisition ID: 247332 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...
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Senior Investment
2 weeks ago
Boucherville, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Senior Investment & Personal Banking Specialist in Boucherville, Quebec. In this role, you will deliver exceptional financial advice while building strong relationships with customers. You should have a minimum of two years of experience in selling investment and credit products, a mutual fund license, and a...
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Senior Investment
1 week ago
Boucherville, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Senior Investment & Personal Banking Specialist in Boucherville, Quebec. In this role, you will deliver exceptional financial advice while building strong relationships with customers. You should have a minimum of two years of experience in selling investment and credit products, a mutual fund license, and a...
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Senior Investment
2 weeks ago
Boucherville, Canada Scotiabank Full timeRequisition ID: 247332Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleAs 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...
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Growth-Driven Investment
7 days ago
Boucherville, Canada Scotiabank Full timeA leading bank in the Americas is seeking an Investment & Personal Banking Specialist in Boucherville. The candidate will build strong customer relationships while meeting sales targets in a fast-paced environment. Responsibilities include educating customers, building comprehensive financial plans, and delivering exceptional service. Competitive...
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Growth-Driven Investment
7 days ago
Boucherville, Canada Scotiabank Full timeA leading bank in the Americas is seeking an Investment & Personal Banking Specialist in Boucherville. The candidate will build strong customer relationships while meeting sales targets in a fast-paced environment. Responsibilities include educating customers, building comprehensive financial plans, and delivering exceptional service. Competitive...
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Boucherville, Canada Scotiabank Full timeTitle: Investment & Personal Banking Specialist - Longueuil, QC 1 About the role What your role will be… At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are...
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Boucherville, Canada Scotiabank Full timeTitle: Investment & Personal Banking Specialist - Longueuil, QC 1 About the role What your role will be… At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are...
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Personal Banking Associate
3 days ago
Boucherville, Canada BMO Financial Group Full time1001 boul Montarville, Unit 34 Boucherville Quebec,J4B 6P5 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...
