Investment & Personal Banking Specialist - Sainte-catherine & Guy Branch, Montreal, Qc
5 days ago
Requisition ID: 221469 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 caree Location(s): Canada : Quebec : Montreal 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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Branch Manager Saint-catherine Et Guy
2 weeks ago
Montréal, Canada Scotiabank Full timeRequisition ID: 159183 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Branch Manager, you will assume responsibility for the overall success of the branch by working to meet financial objectives related to the profitable growth and retention of the branch’s personal and...
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Personal Banking Specialist, Investment
11 hours ago
Montréal, Canada Scotiabank Full timeRequisition ID: 158614 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...
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Montréal, Canada Scotiabank Full timeRequisition ID: 167369 Join the Global Community of Scotiabankers to help customers become better off. **About the role**: **What your role will be** Investment & Personal Banking Specialist 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...
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Guy Carpenter, Risk Analyst
2 days ago
Montréal, Canada Guy Carpenter Full timeGuy Carpenter & Company, LLC is a leading global risk and reinsurance specialist with more than 3,100 professionals in over 60 offices around the world. Guy Carpenter delivers a powerful combination of broking expertise, trusted strategic advisory services and industry-leading analytics to help clients adapt to emerging opportunities and achieve profitable...
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Montréal, Canada Scotiabank Full timeRequisition ID: 169389 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...
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Montréal, Canada Scotiabank Full timeRequisition ID: 183492 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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Personal Banking Associate
2 weeks ago
Montréal, Canada BMO Financial Group Full time1700 rue St-Catherine MONTREAL Quebec,H2L 2J4 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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Investment Specialist Associate
7 days ago
Montréal, Canada Scotiabank Full timeRequisition ID: 150824 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...
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Montréal, Canada Scotiabank Full timeRequisition ID: 154461 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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Montréal, Canada Scotiabank Full timeRequisition ID: 237518 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. - ** About the role**: - What your role will be - Financial Advisor - 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...
