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Scotiabank
Investment & Personal Banking Specialist - Saint-Romuald, QCScotiabank • Saint-romuald, QC, CA
No longer accepting applications
Investment & Personal Banking Specialist - Saint-Romuald, QC

Investment & Personal Banking Specialist - Saint-Romuald, QC

Scotiabank • Saint-romuald, 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
  • 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 career
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Investment & Personal Banking Specialist - Saint-Romuald, QC • Saint-romuald, QC, CA

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