Senior Investment & Personal Banking Specialist Trainee- St. Jacques Ouest, Quebec

Requisition ID : 242537

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 customers 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 Wed love to work with you if you have :

Whats in it for you

In addition to French the successful candidate must also have sufficient knowledge of English as the work involves interacting and collaborating regularly with groups and individuals based in Toronto as well as constantly interacting with other people including clients who speak English locally and elsewhere.

Location(s) : Canada : Quebec : Montreal

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.

Required Experience :

Senior IC

Key Skills

Financial Services,Cash Flow Analysis,Banking,Corporate Finance,Analysis Skills,Microsoft Powerpoint,Securities Law,Investment Banking,Private equity,Financial Analysis,Financial Modeling,Bloomberg

Employment Type : Trainee

Experience : years

Vacancy : 1