Investment & Personal Banking Specialist - Saint Lambert (6-Months Contract) (Winnipeg)

Investment & Personal Banking Specialist - Saint Lambert (6-Months Contract) (Winnipeg)

21 Sep
|
Scotiabank
|
Winnipeg

21 Sep

Scotiabank

Winnipeg

Join Scotiabank as a Senior Investment & Personal Banking Specialist in Anjou, Montreal. This role focuses on providing exceptional financial advisory services tailored to client needs and goals.As part of a high-performing team, you will engage with clients to deliver comprehensive financial solutions while cultivating strong relationships. Candidates should possess a minimum of two years in financial sales, expertise in investment products, and solid relationship-building skills. Your efforts will directly contribute to customer satisfaction and the bank's success.Key Responsibilities:- Assess client financial goals and recommend solutions- Build relationships with existing affluent clients- Provide customized financial advice and services- Lead initiatives for complex financial planning- Collaborate with peers for optimal client outcomesRequirements:- Two years minimum experience in investment sales- Demonstrated sales expertise in financial services- Valid mutual funds selling license- Fluency in English and French is essential- CIFP Diploma pursuit or equivalent qualificationLeverage your financial acumen at Scotiabank to make a meaningful difference for clients.#J-18808-Ljbffr

📌 Investment & Personal Banking Specialist - Saint Lambert (6-Months Contract) (Winnipeg)
🏢 Scotiabank
📍 Winnipeg

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