Jobs
>
Laval

    Senior Investment - Laval, Canada - Scotiabank

    Scotiabank
    Scotiabank Laval, Canada

    2 weeks ago

    Scotiabank background
    Description

    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
  • Understanding customers' financial goals and preferences, analyzing their needs and recommending the appropriate strategies and solutions to help them achieve their goals
  • Focus on complex solutions and comprehensive financial planning
  • Be 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

    • 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

    • Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English & French because they will serve English-speaking clientele.

  • Scotiabank

    Senior Investment

    2 weeks ago

    Scotiabank Laval, Canada

    Numéro de la demande: · Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement. · ...

  • Banque Scotia

    Senior Investment

    2 weeks ago

    Banque Scotia Laval, Canada

    Numéro de la demande: · Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement. · À propos du role · En tant que conseiller principal des services bancaires, votre approche est axée sur les clients et vous êtes ...

  • Scotiabank

    Senior Investment

    4 days ago

    Scotiabank Laval, Canada

    Appuyez sur la touche de tabulation pour sélectionner le lien Passer au contenu. · Sélectionnez la fréquence (en jours) de réception d'une alerte : · Numéro de la demande: · Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et ...

  • Banque Scotia

    Senior Investment

    1 week ago

    Banque Scotia laval, Canada

    Numéro de la demande: 199402Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement.À propos du roleEn tant que conseiller principal des services bancaires, votre approche est axée sur les clients et vous êtes en m ...

  • Scotiabank

    Senior Investment

    3 weeks ago

    Scotiabank Laval, Canada TEMPORARY

    Requisition ID: 199402 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · 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 ...

  • Desjardins Group

    Senior Investment Products Advisor

    1 day ago

    Desjardins Group Montreal, Canada

    Conseiller principal ou conseillère principale, Produits d'investissement page is loaded · Conseiller principal ou conseillère principale, Produits d'investissement · Postuler remote type Le mode de travail s'appliquant au poste est hybride locations Montréal time type Temps ple ...

  • beBee Professionals

    Senior Investment Banker

    1 week ago

    beBee Professionals Montreal, Canada Investment Bankers Freelance

    BeBee Professionals is looking for a Senior Investment Banker to join our team in Montreal. · The successful candidate will be responsible for providing financial advice to clients, analyzing financial data, and developing strategies to maximize returns on investments. The Senior ...

  • Scotiabank

    Senior Investment

    2 weeks ago

    Scotiabank Montreal, Canada

    Requisition ID: 200191 · About the Role · As a Senior Investment & Personal Banking Specialist, you will be customer-centric and have the ability to connect with people effectively. Your main focus within the Canadian Banking Branch network is to deliver exceptional service throu ...

  • Scotiabank

    Senior Investment

    2 weeks ago

    Scotiabank Montreal, Canada

    Requisition ID: 200216 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · About the role · As a Senior Investment & Personal Banking Specialist Trainee, you are customer-centric and able to connect with people in a relatable ...

  • Scotiabank

    Senior Investment

    3 weeks ago

    Scotiabank Montreal, Canada

    Requisition ID: 193416 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · 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 a ...

  • Scotiabank

    Senior Investment

    1 week ago

    Scotiabank laval, Canada

    Requisition ID: 199402Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 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 ess ...

  • Scotiabank

    Senior Investment

    1 week ago

    Scotiabank laval, Canada

    Requisition ID: 199402Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs a Senior Investment & Personal Banking Specialist, you are customer-centric and able to connect with people in a relatable way. As an essen ...

  • IPG Mediabrands

    UM - Acheteur, Investissement Sénior (Senior Buyer, Investment)

    1 week ago

    IPG Mediabrands Montreal, Canada

    Position Summary · Le rôle d'un Acheteur, Investissement est de préparer, négocier et documenter l'exécution des achats médias de clients, ainsi que d'aider le Superviseur ou le Directeur à préparer toute la documentation nécessaire pour supporter l'exécution des campagnes de cli ...

  • Scotiabank

    Senior Investment

    2 weeks ago

    Scotiabank Laval, Canada

    Requisition ID: 199401 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · 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 ...

  • Scotiabank

    Senior Investment

    3 weeks ago

    Scotiabank Montreal, Canada

    Requisition ID: 195435 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · About the role As a Senior Investment & Personal Banking Specialist Trainee, you are customer-centric and able to connect with people in a relatable w ...

  • Scotiabank

    Senior Investment

    6 days ago

    Scotiabank montréal, Canada

    Requisition ID: 200191Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 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 ess ...

  • Scotiabank

    Senior Investment

    3 weeks ago

    Scotiabank Montreal, Canada

    Requisition ID: 193232Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs a Senior Investment & Personal Banking Specialist, you are customer-centric and able to connect with people in a relatable way. As an essen ...

  • Scotiabank

    Senior Investment

    5 days ago

    Scotiabank montréal, Canada

    Requisition ID: 200191Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs a Senior Investment & Personal Banking Specialist, you are customer-centric and able to connect with people in a relatable way. As an essen ...

  • Scotiabank

    Senior Investment

    4 days ago

    Scotiabank Montreal, Canada

    Requisition ID: 200216Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Senior Investment & Personal Banking Specialist Trainee, you are customer-centric and able to connect with people in a relatable way. A ...

  • Aon

    Senior Investment Consultant

    2 weeks ago

    Aon Montreal, Canada Full time

    Senior Investment Consultant · Would you like to be a part of an industry-leading Investment Consulting team? Do you want to help empower results for our institutional investment clients by delivering innovative and effective solutions? Then this could be the role for you · Thi ...