Senior Investment & Personal Banking Specialist - Plaza Glenwood, Gatineau, QC

Senior Investment & Personal Banking Specialist - Plaza Glenwood, Gatineau, QC

17 Apr
|
Scotiabank
|
Gatineau

17 Apr

Scotiabank

Gatineau

Requisition ID: 257135

About the role

As a Senior Investment & Personal Banking Specialist, 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 customer's 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
- Understand customers' financial goals and preferences, analyze their needs and recommend the appropriate strategies and solutions to help them achieve their goals
- Focus on complex solutions and comprehensive financial planning
- Be results driven
- 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:

- A minimum two years of related experience selling investment and credit products
- Demonstrated 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 customized for Retail Banking
- Ability to make a lasting impact on customers
- An organization committed to making a difference in our communities - for you and your customers
- An assigned book of mid to high affluent customers
- Ability to provide complex solutions and comprehensive financial planning
- You'll receive clear transparent criteria to progress in your career

Location(s): Canada : Quebec : Gatineau

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible setting for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.

📌 Senior Investment & Personal Banking Specialist - Plaza Glenwood, Gatineau, QC
🏢 Scotiabank
📍 Gatineau

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:
Enter Your E-mail address to receive the latest job offers for: senior investment & personal banking specialist - plaza glenwood, gatineau, qc / gatineau
Subscribe to this job alert:
Enter Your E-mail address to receive the latest job offers for: senior investment & personal banking specialist - plaza glenwood, gatineau, qc / gatineau