Talent.com
Scotiabank
Senior Investment & Personal Banking Specialist (Canada)Scotiabank • Laval, QC, CA
No longer accepting applications
Senior Investment & Personal Banking Specialist (Canada)

Senior Investment & Personal Banking Specialist (Canada)

Scotiabank • Laval, QC, CA
30+ days ago
Job type
  • Full-time
Job description

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
Create a job alert for this search

Senior Investment & Personal Banking Specialist (Canada) • Laval, QC, CA

Similar jobs

Financial Specialist, Private Investments

IntactLaval (administrative region), QC, CA
Full-time

Pay at Intact is about much more than just salary.Multiple benefits offered to support.Wellness account and much more.Share plan & other savings: up to.Employee Share Purchase Plan (ESPP) – with In... Show more

 • Promoted

Intact Financial Specialist in Private Investing

IntactLaval
Full-time

Contribute to Intact's financial success as a Financial Specialist in our hybrid model, focusing on private investments and strategic partnership development.This role is pivotal for advancing our ... Show more

 • Promoted

Scotiabank Investment Specialist Role

ScotiabankLaval (administrative region), QC, CA
Full-time

Become an Investment & Personal Banking Specialist at Scotiabank in Laval, Quebec, where customer-focused service meets financial sales strategy.Impact customers’ financial journeys today.This posi... Show more

 • Promoted

Capital Markets Senior Associate Role

PwC South AfricaMontreal (administrative region), QC, CA
Full-time

Elevate your expertise at PwC as a Senior Associate in the Capital Markets Accounting Advisory Services team.Focused on financial reporting, this role involves significant interaction with clients ... Show more

 • Promoted

Associate Investment Advisor

Groom & Associés / AssociatesDorval, QC, CA
Full-time

Titre: Associé Conseiller en Investissement.Grande opportunité de rejoindre l'une des équipes d'investissement à la croissance la plus rapide au Canada ! Opportunité d'acquérir un portefeuille d'af... Show more

 • Promoted

Investment Advisor

Ventum FinancialMontreal (administrative region), QC, CA
Full-time

Canadian-owned investment firm managing more than $8 billion in assets with nearly 400 employees across 13 offices nationwide.Founded on trust, experience and ambition, Ventum prioritizes excellenc... Show more

 • Promoted

Bilingual Personal Banking Investment Specialist

ScotiabankMontreal
Full-time

Become an Investment & Retirement Planning Specialist focusing on personalized banking solutions.Strengthen relationships and meet sales goals while providing tailored financial advice.This role se... Show more

 • Promoted

Private Client Advisor / Wealth Advisor /Investment Specialist

TalentSphere Staffing SolutionsMontreal (administrative region), QC, CA
Full-time

Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Show more

 • Promoted

Integration Specialist-Banking

VeriParkMontreal (administrative region), QC, CA
Full-time

This is a critical role in enabling seamless, secure, and efficient services for credit unions and financial institutions across Canada.You will work at the intersection of banking technology and d... Show more

 • Promoted

Investment Banking Specialist

Infotree Global SolutionsMontreal (administrative region), QC, CA
Full-time

Location: Montreal, QC H3C 1A3.Bilingualism: French and English required.A career as an Account Manager, Service Delivery at , is a job where your ability to work in synergy with your colleagues an... Show more

 • Promoted

Private Equity Specialist

hackajobMontreal (administrative region), QC, CA
Full-time

Talent Engagement Specialist @ hackajob | Bringing great people together with great companies.IB / PE Professionals — Flexible, Paid Work on Cutting-Edge AI (Spare-Time).We're bringing on experienc... Show more

 • Promoted

Personal Banking Associate (Future opportunities) - Montreal East (full-time)

TD BankMontreal, Montreal (administrative region), CA
Full-time

Personal Banking Associate (Future opportunities) - Montreal East (full-time) page is loaded## Personal Banking Associate (Future opportunities) - Montreal East (full-time)remote type: On Siteloc... Show more

 • Promoted

Senior Personal Banker – Home Borrowing - Lasalle (Full-time, 37.5h)

TD BankMontreal (administrative region), QC, CA
Full-time

Senior Personal Banker – Home Borrowing - Lasalle (Full-time, 37.Passer au contenu principalNous et certains tiers sélectionnés utilisons des technologies et des outils de suivi (témoins) pour recu... Show more

 • Promoted

Personal Banking Associate Career in Quebec

TDDollard-des-Ormeaux, QC, CA
Full-time

Drive customer satisfaction at TD Canada Trust as a Personal Banking Associate in Dollard-des-Ormeaux, Quebec.Connect with customers daily, helping them navigate banking options and digital trends ... Show more

 • Promoted

Fisher Investments Private Client Adviser Role

Fisher InvestmentsMontreal (administrative region), QC, CA
Full-time

Join Fisher Investments Canada as a Private Client Adviser, a remote sales-focused role dedicated to high-net-worth clients.Utilize your skills to make a significant difference in their financial j... Show more

 • Promoted • New!

Dynamic Investment Advisor with a Focus on Wealth Management

Ventum FinancialMontreal (administrative region), QC, CA
Full-time

Become a pivotal Investment Advisor driving client success through expert wealth management strategies.Join an organization dedicated to high-quality service and innovative practices.In this role, ... Show more

 • Promoted

Contract Investment Banking Expert Role

MercorMontreal (administrative region), QC, CA
Full-time

Transform financial modeling at Mercor as a Contract Investment Banking Expert working remotely.Your extensive knowledge will refine AI-generated outputs and improve data quality across research te... Show more

 • Promoted

Personal Banking Associate (Future opportunities) - Montreal West (full-time)

TDDollard-des-Ormeaux, QC, CA
Full-time

Dollard-des-Ormeaux, Quebec, Canada.TD is committed to fair and equitable compensation opportunities for all colleagues.Growth opportunities and skill development are defining features of the colle... Show more

 • Promoted

Investment Banking & Investment Analyst (Remote | $90 –$150/hr)

Call For ReferralMontreal (administrative region), QC, CA
Remote
Part-time

Investment Banking & Investment Analyst (Remote | $90 –$150/hr).Get AI-powered advice on this job and more exclusive features.This range is provided by Call For Referral.Your actual pay will be bas... Show more

 • Promoted

Personal Banking Associate (Future opportunities) - Montreal East (full-time)

The Toronto-Dominion Bank (Canada)Montreal (administrative region), QC, CA
Full-time

Work Location: Saint‑Léonard, Quebec, Canada.Pay Details: 45700 – 61000 CAD per year.Engage customers in day‑to‑day advice needs, service transactions, digital education, and customer problem resol... Show more