Client-Centric Investment and Personal Banking Specialist Role
Scotiabank
Become an influential Investment and Personal Banking Specialist dedicated to understanding and fulfilling client needs. Your role will focus on providing exceptional service and building meaningful financial plans tailored to each customer. In this position, you will proactively engage clients by building strong relationships, offering insightful advice, and achieving sales goals that enhance their banking experience. Your commitment to exceeding expectations and your journey towards a CIFP Diploma will position you as a trusted advisor in personal banking. Expect to thrive in a collaborative environment that champions growth and inclusivity. Key Responsibilities:
- Actively listen to and understand customer needs
- Deliver expert financial insights and education
- Develop customized financial plans for clients
- Foster enduring relationships with clients
- Drive sales performance to benefit branch growth
- Strong track record of meeting sales targets
- Willingness to build lasting customer connections
- Required: Mutual Funds license
- Actively pursuing CIFP Diploma
- Fluent in English and French
Vacancy posted 8 days ago
Similar jobs that could be interesting for youBased on the Client-Centric Investment and Personal Banking Specialist Role in Montréal, QC vacancy
- ...Virtual Investment & Personal Banking Specialist Requisition ID: 243263 As a Virtual Financial Advisor at Scotiabank, you will help employees and clients build their futures and achieve their financial goals. What you’ll be doing Conduct virtual consultations to...PersonalWork at officeMonday to friday
- Lead financial success for clients as a Senior Investment & Personal Banking Expert with Scotiabank in Montreal, Quebec. Provide trusted advice and exceptional client-focused service. In this key role, you will embody a customer-centric approach to delivering comprehensive...Personal
- Join BMO's Montreal Investment Banking team as an Analyst to drive innovative financial solutions and client engagement. This role emphasizes analytical skills and collaborative approach to service. BMO is seeking a skilled Analyst with investment banking experience to enhance...Suggested
- A leading financial institution is seeking an Investment Representative for its Contact Centre in Montreal. This role requires a strong knowledge of investment products and a commitment to providing excellent customer service. Candidates should have completed the Canadian Securities...Suggested
- Join TD Wealth as a Manager in Client Services, overseeing investment management in vibrant Montréal, Quebec. Your leadership will enhance service delivery for high-end clients. The Manager Client Services II role involves orchestrating daily operations within a supportive...Suggested
- Elevate your career as a Murex Specialist with National Bank, where your expertise in Capital Markets derivatives plays a pivotal role. Collaborate with a team of experts to influence key... .... Key Responsibilities: • Understand client needs and analyze impacts • Develop and integrate...
- ...your career with FinDev Canada as a Senior Investment Officer in blended finance. Utilize your... ...and communication skills will play a key role in mentoring the Investment Team and... ...• 8-12 years of experience in DFI/MDB or banking • Minimum 5 years of blended finance management...
- ...Youtube Video A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions... ...life as well as the lives of your clients and colleagues. You’ll adopt a... ...skills in order to offer a people-centric experience for branch clients....PersonalFlexible hoursAfternoon shift
- ...What Youll Do Engage and connect with potential clients who have already expressed interest, turning curiosity into genuine excitement for our photography experience. Deliver compelling, emotion-driven sales pitches that highlight the unique value of our services, make...
- ...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 essential member...PersonalFull time
- ...Job Summary As a Client Solutions Specialist, you will act as a key support to the Go-to-Market team... ...expert in the translation process. In this role, you will provide technical guidance... ...: We celebrate your special day! ~6 Personal/Sick Days: Take the time you need for...PersonalInternshipWork at officeRemote work
- Influencez l’avenir des opérations chez Centric Brands en tant que Responsable des Opérations à Montréal. Ce rôle dirige les efforts pour améliorer l’efficacité opérationnelle. En tant que Vice-Président des Opérations, vous jouerez un rôle essentiel en développant des plans...
- Elevate your engineering career as a DevOps Specialist focused on AWS and hybrid environments. This role entails infrastructure design, automation, and operational excellence. We are looking for a hands-on DevOps Specialist with extensive experience in platform engineering....
- Join Fuel Transport as a Rates Specialist in LaSalle, Quebec, where creativity meets logistics. Your role will involve crafting competitive rates based on comprehensive analysis... ...in billing, while directly engaging with clients and logistics teams. Key Responsibilities: • Generate...Work at office
- ...Conseiller(ère) en assurance de personnes – Service aux clients AXXEL RH s’associe à une firme de services financiers indépendante et bien établie, spécialisée en assurance et en solutions de gestion de patrimoine pour les particuliers et les entreprises au Québec. Nous...Contract work
- Take on a pivotal role at Arctiq as a Vault Platform Specialist focused on HashiCorp solutions. This position allows for remote work while managing configuration and security operations for Vault. In this hands-on engineering role, you will work directly with the Vault platform...Remote work
- Elevate employee engagement as a Benefits Specialist at Groupe Dynamite Inc. focusing on employee benefits and pension administration across Canada. Reporting to the Sr. Director, Total Rewards, this role is the primary contact for managing and communicating comprehensive...Work at office
- ...future of cargo transport at FLYING WHALES as a Hybrid Power Systems Specialist. Utilize your skills in electrical engineering to contribute to... ...with reduced environmental impact. In this full-time role, you will play a crucial part in the Power Systems department, focusing...Full time
- Elevate employee satisfaction as a Benefits Specialist at Groupe Dynamite. Manage comprehensive benefits programs and pension administration across Canada. Your role involves direct management of employee benefits, providing essential guidance for wellness and retirement...
$65k - $75k per year
...management firm that specializes in providing personalized investment, tax, estate, transition, and financial... ...to affluent individuals and families. Clients seek a long-term relationship with a... .... This is a full-time on-site role for a Client Relationship Specialist located...PersonalDaily paidLong term contractFull timeWork at officeLocal area- Become a Senior Tax Specialist with Manulife in Montreal, where you will engage with clients in both French and English while managing complex tax operations. This hybrid role emphasizes skilled communication and customer service. In this role, you will be responsible for...
- ...an independent, Canadian-owned investment firm managing more than $8... ...Ventum prioritizes excellence in client service. Our Private Client Services... ...clients with investment banking, advisory, mergers and acquisitions... ...mentioned above. This role will support a team of Investment...Work at officeDay shift
$38.5k - $71k per year
...Support private banking clients by providing exceptional customer service via phone or virtual sessions, handling inquiries, and identifying client needs. Collaborate with partners to make referrals and ensure operational effectiveness. Job Details Title: Banking Officer...- ...technology firm is seeking a skilled security professional with over 5 years of experience in managing email security and DLP solutions. The role involves developing security standards, managing security tools, and collaborating with various teams. A university degree in...
- ...Advisory services, Personal banking, Mortgage products, Finance and accounting, Risk management.... ...a cross‑functional understanding of the Bank and to work in an environment that encourages... ...products for individuals Individual Clients Governance and Control Benefits...PersonalWork at officeRemote workFlexible hours
- Job Title: Senior Investment Consultant Role Type: Existing Vacancy Would you like to be a part of an industry-leading Investment Consulting... ...to help empower results for our institutional investment clients by delivering innovative and effective solutions? Then this...Work at office
- Join to apply for the Senior DB Investment Consultant role at Mercer 1 day ago Be among the first... ...full range of services to institutional clients. You will be part of a team that... ...status, nationality, parental status, personal or social status, political affiliation...PersonalLong term contractFull timeWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week
- ...opportunities are currently available in the greater Montreal area. Responsibilities As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of...InternshipRemote workFlexible hours
- ...The Associate Co‑op, Private Banking, provides support to one or more... ...service to Private Banking clients by assisting with... ...clients with lending, borrowing, investing, or commercial lending. During... ...management and the importance of personalized service in private banking....Full timeTemporary workFixed term contractInternship
- ...Post Title Associé au support client (services financiers) Client... ...of an exciting career in Banking, Finance and Technology Services... ...Our clients include tier one investment banks and other organizations... ...healthcare to travel. These roles are challenging, demanding attention...Permanent employmentLocal areaRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Centric Investment and Personal Banking Specialist Role. Be the first to apply!
Related searches
- personal security Montréal, QC
- personal computer specialist Montréal, QC
- personal caregiver Montréal, QC
- virtual personal assistant Montréal, QC
- personal training Montréal, QC
- financial advisor - investment & retirement planning Montréal, QC
- investment banking Montréal, QC
- personal security
- personal injury legal assistant
- leaving care personal advisor