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Résumé du poste

Provide exceptional service and trusted financial advice to a book of mid-affluent customers. Create comprehensive financial plans and build long-standing relationships to grow the client base.

Détails du poste

Requisition ID: 267358 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As an 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 Educate customers, providing relevant insights and expert advice Create financial plans, leveraging relevant financial planning tool modules and select advice based tools and resources Understand the importance of being 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: 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 Ability to make a lasting impact on customers An inclusive culture where we value and recognize our employees’ contributions An organization committed to making a difference in our communities – for you and your customers You will have an assigned book of mid-affluent customers and the ability to build on this book with growth potential customers You’ll receive clear transparent criteria to progress in your career In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere. Location(s): Canada : Quebec : Boucherville Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. 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 environment 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. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.Note: All postings in me@Scotiabank will remain live for a minimum of 5 days.

Ce que vous ferez

Provide exceptional service and trusted financial advice to a book of mid-affluent customers. Create comprehensive financial plans and build long-standing relationships to grow the client base.

Exigences

Candidates must have sales management experience and a license to sell mutual funds. Proficiency in both French and English is required for collaboration with Toronto-based teams and local clients.

Avantages

• Competitive Compensation • Benefits Package

Compétences indiquées

• Financial planning · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Financial Sales
• Financial Planning
• Customer Relationship Management
• Mutual Funds Sales
• Client Experience
• Financial Advice
• Sales Management
• Bilingualism

Domaines d’emploi

• Finance & Accounting
• Sales
• Customer Service & Support