Senior Investment & Personal Banking Specialist

Job title:

Senior Funding & Private Banking Specialist

Firm

Scotiabank

Job description

Requisition ID: 191650Be a part of a objective pushed profitable crew, dedicated to outcomes, in an inclusive and high-performing tradition.Concerning the functionAs a Senior Funding & Private Banking Specialist, you’re customer-centric and in a position to join with folks in a relatable manner. As a necessary member of the Canadian Banking Department community, your focus is to offer distinctive service all through the shopper’s journey.Is that this function best for you? On this function, you’ll:

  • Be keen about monetary gross sales in addition to delivering trusted monetary recommendation to clients
  • Present a full vary of personalized monetary options utilizing a monetary planning strategy
  • Understanding clients’ monetary objectives and preferences, analyzing their wants and recommending the suitable methods and options to assist them obtain their objectives
  • Concentrate on complicated options and complete monetary planning
  • Be results-driven
  • Be extremely engaged
  • Exhibit a collaborative strategy when coping with friends, clients, and companions
  • Construct relationships, specializing in offering an excellent consumer expertise and rising long-standing relationships with present clients

Do you have got the talents that may allow you to achieve this function? – We would like to work with you when you have:

  • A minimal two years of associated expertise promoting funding and credit score merchandise
  • Demonstrated gross sales administration expertise and the flexibility to market Scotiabank
  • The flexibility to construct robust relationships centered on offering an excellent consumer expertise and rising relationships with present clients
  • A license to promote mutual funds and dealing in direction of the CIFP Diploma in Monetary Planning (or Financial institution acknowledged equal)

What’s in it for you?

  • A aggressive compensation and advantages package deal personalized for Retail Banking
  • Means to make a long-lasting affect on clients
  • A corporation dedicated to creating a distinction in our communities – for you and your clients
  • An assigned e-book of mid to excessive prosperous clients
  • Means to offer complicated options and complete monetary planning
  • You will obtain clear clear standards to progress in your profession.

Pursuant to a language wants evaluation carried out by Scotiabank, the profitable candidate shall be required to have the ability to talk in English French as a result of they are going to serve and English-speaking clientele.Location(s): Canada : Quebec : QuebecScotiabank is a number one financial institution within the Americas. Guided by our objective: “for each future”, we assist our clients, their households and their communities obtain success by a broad vary of recommendation, services and products, together with private and industrial banking, wealth administration and personal banking, company and funding banking, and capital markets.At Scotiabank, we worth the distinctive abilities and experiences every particular person brings to the Financial institution, and are dedicated to creating and sustaining an inclusive and accessible setting for everybody. In the event you require lodging (together with, however not restricted to, an accessible interview website, alternate format paperwork, ASL Interpreter, or Assistive Expertise) in the course of the recruitment and choice course of, please let our Recruitment crew know. In the event you require technical help, please . Candidates should apply instantly on-line to be thought-about for this function. We thank all candidates for his or her curiosity in a profession at Scotiabank; nonetheless, solely these candidates who’re chosen for an interview shall be contacted.

Anticipated wage

Location

Sainte-Foy, QC

Job date

Thu, 18 Jan 2024 07:21:42 GMT

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