Investment & Personal Banking Specialist Quartier , Brossard, Qc

Investment & Personal Banking Specialist Quartier , Brossard, Qc

11 Apr
|
Scotiabank
|
Brossard

11 Apr

Scotiabank

Brossard

Is this role right for you?

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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

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Understand the importance of being results-driven
Be highly engaged
Demonstrate a cooperative 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:

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Sales management experience and the ability to market Scotiabank
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The ability to build solid relationships focused on providing a excellent client experience and growing relationships with existing customers
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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?

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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

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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
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.

📌 Investment & Personal Banking Specialist Quartier , Brossard, Qc
🏢 Scotiabank
📍 Brossard

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