Current jobs related to Senior Investment - SainteFoy, Quebec - Scotiabank

  • Advisor, Investment and Financing

    1 week ago

    Sainte-Claire, Canada Desjardins Full time

    Join to apply for the Advisor, Investment and Financing role at Desjardins Many opportunities are currently available in the Chaudière-Appalaches region. 📍 Required Attend to members’ investment and financing needs while ensuring quality service Develop strategies and offer investment, financing and insurance products Manage business relationships,...

  • Superviseur(e) - Supervisor

    7 days ago

    Sainte-Foy, Canada Savers Full time

    Description Superviseur(e) Qui sommes-nous? Village des Valeurs fait partie de la famille de magasins Savers. Nous sommes un détaillant mondial à but lucratif d’articles d’occasions, offrant des vêtements, accessoires et articles ménagers légèrement usagés et de haute qualité. Notre modèle d’entreprise « Repenser et réutiliser », englobant...

  • Senior Associate, External Financial Advisory

    2 weeks ago

    Sainte-Julie, Canada MNP Full time

    Join to apply for the Senior Associate, External Financial Advisory role at MNP Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. Make an impact on our External Financial Advisory team, where rigorous finance meets...

  • Banking advisor

    2 weeks ago

    Sainte-Thérèse, Canada National Bank of Canada Full time

    Compensation: Between $49000 - $60700 per year. A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills to offer a people‑centric experience for...

  • Manager, External Financial Advisory

    2 weeks ago

    Sainte-Julie, Canada MNP Full time

    Manager, External Financial Advisory - Indigenous Services Join to apply for the Manager, External Financial Advisory - Indigenous Services role at MNP Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. Make an impact as an...

  • Banking advisor

    2 weeks ago

    Sainte-Anne-des-Plaines, Canada National Bank of Canada Full time

    About the role A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people‑centric experience for branch clients....

  • Senior GO Backend Engineer

    2 days ago

    Rue Sainte-Catherine O, Montréal, QC, Canada E+E Consulting Full time

    Company Description Shape the future of AI-powered storytelling by mastering client engineering and cloud-driven multiplayer systems Full-time, remote. About Storycraft Storycraft is an AI-powered, mobile-first social sandbox where players don't just play stories—they build them. Think Minecraft meets The Sims meets Wattpad: a new genre of creative,...

  • Superviseur(e) - Supervisor

    5 days ago

    Sainte-Foy–Sillery–Cap-Rouge, Canada Savers Value Village Full time

    Description Superviseur(e) Qui sommes-nous? Village des Valeurs fait partie de la famille de magasins Savers.  Nous sommes un détaillant mondial à but lucratif d’articles d’occasions, offrant des vêtements, accessoires et articles ménagers légèrement usagés et de haute qualité. Notre modèle d’entreprise « Repenser et réutiliser »,...

  • Customer Service Manager

    1 week ago

    Sainte-Julie, Canada Scotiabank Full time

    Requisition ID: 194252 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing** Our Customer Experience Leads are responsible for overseeing our high performing Retail Service teams. Scotiabank is a place where we put our customers first, and our priority is to help...

  • Banking Advisor

    2 weeks ago

    Sainte-Anne-de-la-Pocatière, Canada National Bank of Canada Full time

    Banking Advisor – National Bank of Canada Compensation: Between $49,000 – $60,700 per year. A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical...

Senior Investment

3 weeks ago

SainteFoy, Quebec, Canada Scotiabank Full time

Requisition ID: 242791

Roynat Capital, a wholly owned subsidiary of Scotiabank, is a national lender and investor with expertise in providing innovative long-term capital solutions for mid-sized companies utilizing senior term, subordinated debt, as well as mezzanine capital and common share equity. We provide tailored solutions to clients for acquisitions, business expansions, wealth monetization, and working capital enhancement. With a national presence in Canada in major markets, Roynat assists growth-oriented companies in reaching their goals across a wide range of industries.

About the role

As a Senior 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
  • Provide a full range of customized financial solutions using a financial planning approach
  • Understanding customers' financial goals and preferences, analyzing their needs and recommending the appropriate strategies and solutions to help them achieve their goals
  • Focus on complex solutions and comprehensive financial planning
  • Be 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:

  • A minimum two years of related experience selling investment and credit products
  • Demonstrated 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 customized for Retail Banking
  • Ability to make a lasting impact on customers
  • An organization committed to making a difference in our communities – for you and your customers
  • An assigned book of mid to high affluent customers
  • Ability to provide complex solutions and comprehensive financial planning
  • You'll receive clear transparent criteria to progress in your career

Location(s): Canada : Quebec : Sainte-foy

We value the unique skills and experiences each individual brings to the bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.