Be a key player at Scotiabank as a Senior Investment & Personal Banking Specialist in Quebec. Deliver exceptional service through financial planning and investment advice tailored to clients. In this integral role, your focus will be on understanding clients’ financial aspirations and providing solutions that align with their needs.
You'll engage with upper-tier clientele, ensuring that each interaction builds trust and satisfaction while promoting long-lasting relationships. Your proven sales management abilities will drive results for both yourself and the organization. Key Responsibilities:
Develop financial solutions in line with client goals
Analyze and assess client needs thoroughly
Build and maintain robust client relationships
Team up with colleagues for cooperative solutions
Achieve comprehensive solutions in financial planning Requirements:
At least two years of relevant investment sales experience
Solid marketing skills for Scotiabank products
Necessary mutual funds selling license
Working towards CIFP Diploma in Financial Planning preferred
Bilingual proficiency in French and English for diverse clientele Contribute to unique customer experiences and impactful financial planning as part of Scotiabank.