Scotiabank Personal Banking Specialist Position
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Scotiabank
📍 pointe claire, qc, Canada
Job Description
Explore a rewarding career with Scotiabank as an Investment & Personal Banking Specialist in Pointe-Claire, Quebec. Engage with clients and provide tailored financial solutions that enhance their journeys.
This role is centered on the customer experience, as you will provide expert advice, develop financial plans, and actively manage an assigned book of mid-affluent clients. Your sales passion and results-oriented approach will drive success in building and maintaining strong client relationships.
Key Responsibilities: • Deliver trusted financial advice to clients • Create financial plans using various planning tools • Strengthen relationships with existing mid-affluent customers • Collaborate with internal teams and partners • Focus on achieving results and enhancing client experiences
Requirements: • Solid background in sales management • License to sell mutual funds and CIFP Diploma in progress • Expertise in relationship management • Fluency in French and...
This role is centered on the customer experience, as you will provide expert advice, develop financial plans, and actively manage an assigned book of mid-affluent clients. Your sales passion and results-oriented approach will drive success in building and maintaining strong client relationships.
Key Responsibilities: • Deliver trusted financial advice to clients • Create financial plans using various planning tools • Strengthen relationships with existing mid-affluent customers • Collaborate with internal teams and partners • Focus on achieving results and enhancing client experiences
Requirements: • Solid background in sales management • License to sell mutual funds and CIFP Diploma in progress • Expertise in relationship management • Fluency in French and...