Investment & Personal Banking Specialist - Outremont, Montreal, Qc

Description du poste

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

Compétences requises

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)

Ce que nous offrons

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