Senior Investment
4 months ago
Requisition ID: 199402
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 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
Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English & French because they will serve English-speaking clientele.
Location(s): Canada : Quebec : Laval
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.
At Scotiabank, 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. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
-
Senior Investment
1 month ago
Laval, Quebec, Canada Scotiabank Full timeSenior Investment & Personal Banking Specialist - AuteuilRequisition ID: 205475Join 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...
-
Senior Investment Specialist
2 weeks ago
Laval, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and customer-centric Senior Investment Specialist to join our Canadian Banking Branch network. As an essential member of our team, you will be responsible for providing exceptional service to our clients throughout their financial journey.Key ResponsibilitiesDevelop and maintain strong relationships with clients...
-
Senior Investment Specialist
2 weeks ago
Laval, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and customer-centric Senior Investment Specialist to join our Canadian Banking Branch network. As an essential member of our team, you will be responsible for providing exceptional service to our clients throughout their financial journey.Key ResponsibilitiesDevelop and maintain strong relationships with clients...
-
Senior Investment Specialist
6 hours ago
Laval, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Investment & Personal Banking Specialist to join our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional service to our customers throughout their financial journey.Key ResponsibilitiesDeliver trusted financial advice and customized solutions to...
-
Senior Investment Specialist
3 hours ago
Laval, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Investment & Personal Banking Specialist to join our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional service to our customers throughout their financial journey.Key ResponsibilitiesDeliver trusted financial advice and customized solutions to...
-
Senior Investment Specialist
3 weeks ago
Laval, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and customer-centric Senior Investment Specialist to join our Canadian Banking Branch network. As an essential member of our team, you will be responsible for providing exceptional service to our clients throughout their financial journey.Key ResponsibilitiesDevelop and implement comprehensive financial plans to...
-
Senior Investment Specialist
2 weeks ago
Laval, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Investment Specialist to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers throughout their financial journey.Key ResponsibilitiesDevelop and implement comprehensive financial plans to meet the...
-
Senior Investment Specialist
3 weeks ago
Laval, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and customer-centric Senior Investment Specialist to join our Canadian Banking Branch network. As an essential member of our team, you will be responsible for providing exceptional service to our clients throughout their financial journey.Key ResponsibilitiesDevelop and implement comprehensive financial plans to...
-
Senior Investment Specialist
2 weeks ago
Laval, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Investment Specialist to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers throughout their financial journey.Key ResponsibilitiesDevelop and implement comprehensive financial plans to meet the...
-
Senior Investment Specialist
2 weeks ago
Laval, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Investment Specialist to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers throughout their financial journey.Key ResponsibilitiesDeliver trusted financial advice and customized financial solutions...
-
Senior Investment Specialist
2 weeks ago
Laval, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Investment Specialist to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers throughout their financial journey.Key ResponsibilitiesDeliver trusted financial advice and customized financial solutions...
-
Senior Investment Specialist
23 hours ago
Laval, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Investment Specialist to join our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional service to our customers throughout their financial journey.Key Responsibilities:Deliver trusted financial advice and customized solutions to customersAnalyze...
-
Senior Investment Specialist
19 hours ago
Laval, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Investment Specialist to join our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional service to our customers throughout their financial journey.Key Responsibilities:Deliver trusted financial advice and customized solutions to customersAnalyze...
-
Senior Investment Representative
3 weeks ago
Laval, Quebec, Canada Scotiabank Full time**About the Role**Are you passionate about delivering exceptional financial advice and solutions to customers? Do you have a strong background in financial sales and a desire to make a lasting impact on customers?As a Senior Investment Representative at Scotiabank, you will play a key role in providing customized financial solutions to our clients. Your...
-
Senior Investment Representative
3 weeks ago
Laval, Quebec, Canada Scotiabank Full time**About the Role**Are you passionate about delivering exceptional financial advice and solutions to customers? Do you have a strong background in financial sales and a desire to make a lasting impact on customers?As a Senior Investment Representative at Scotiabank, you will play a key role in providing customized financial solutions to our clients. Your...
-
Senior Investment Specialist
5 days ago
Laval, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Investment & Personal Banking Specialist to join our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional service to our customers throughout their financial journey.Key ResponsibilitiesDeliver trusted financial advice and customized solutions to...
-
Senior Investment Specialist
5 days ago
Laval, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Investment & Personal Banking Specialist to join our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional service to our customers throughout their financial journey.Key ResponsibilitiesDeliver trusted financial advice and customized solutions to...
-
Senior Investment Specialist
6 days ago
Laval, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Investment Specialist to join our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional service to our customers throughout their financial journey.Key ResponsibilitiesDeliver trusted financial advice and customized solutions to customersProvide a...
-
Senior Investment Specialist
4 hours ago
Laval, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Investment Specialist to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers throughout their financial journey.Key ResponsibilitiesDeliver trusted financial advice and customized solutions to...
-
Senior Investment Specialist
6 days ago
Laval, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Investment Specialist to join our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional service to our customers throughout their financial journey.Key ResponsibilitiesDeliver trusted financial advice and customized solutions to customersProvide a...