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
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 and English-speaking clientele.
Investment & Personal Banking Specialist Blainville
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 impo...
Investment & Personal Banking Specialist - Parc & Fairmount Montreal, Qc
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 capit...
Senior Investment & Personal Banking Specialist
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 capit...
Investment & Personal Banking Specialist (12 month contract)
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 capit...
Investment & Personal Banking Specialist - Decarie & Ferrier, Montreal, QC
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 capit...
Senior Investment & Personal Banking Specialist - Auteuil
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 capit...
Senior Investment & Personal Banking Specialist
A minimum two years of related experience selling investment and credit products. A competitive compensation and benefits package customized for Retail Banking . ...
Investment & Personal Banking Specialist - Laval Main, QC
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 capit...
Senior Investment & Personal Banking Specialist - Auteuil
A minimum two years of related experience selling investment and credit products. A competitive compensation and benefits package customized for Retail Banking . ...
Financial Planner
A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. Identify clients’ investment and financing needs in order to draft a personalized financial plan. Business development experience in the ...