The Investment & Personal Banking Specialist function involves giving customized financial advice, the enhancement of banking relations, and assisting clients to achieve their personal and investment targets. Such a position will require banking expertise and proactive client liaison that allows for the realization of significant financial benefits.
Scotiabank is a company that hires people and supports their development throughout their working life by giving them the opportunity to create careers that are both rewarding and long-lasting. The company’s focus on teamwork and customer satisfaction makes it a learning, empowering, and true team spirit place.
Being part of a globally reputed company, employees here help to maintain a culture that is based on trust, respect, and constant innovation. Scotiabank is not only a good banking partner but also a good place to work. Your next step could be through the job post below.
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Employer details:
Company : ScotiaBank
Location : Canada, Quebec, Montreal
Salary : $49872 per year
Job type :
Start Date : As soon as possible
Benefits: Competitive pay and benefits, acknowledgment and rewards for super performance, backing and development of leaders, in-house training, easily understandable and open career-progression standards, right to promotion without relocation.
Job Description
- An Investment & Personal Banking Specialist is meant to provide investment consultation and reinforcing bonds with clients.
- The job position is advantageous, inclusive and customer-oriented, and it offers professional development opportunities.
- Provides the clients with daily banking services and recommends financial strategies according to their needs.
- Interacts with the customers in the branches located in the assigned area, which is one of the features of the flexible work style.
- Recognizes the bank’s targets and provides customized solutions as part of his/her support.
- Also, he/she is a contributor to the positive team culture that is in line with Scotiabank’s standards and values.
Responsibilities
- The proactive method of discovering customer needs and listening closely will be your guiding star.
- The customers will be educated through the relevant insights and expert advice you will be giving them.
- The financial plans that are holistic will be built around the clients’ goals.
- The relationships with customers will be nurtured to become strong and long-lasting.
- The branch business will grow by the numbers of individual and team sales goals that support a great customer experience and by giving the customers what they really want.
Requirements
- A very strong interest to build relationships with customers and deliver service that is excellent.
- Proven experience in meeting sales targets.
- Adept in revealing customer needs and offering solutions.
- Holds a Mutual Funds license; pursuing the CIFP Diploma.
- Reading and speaking English well enough for daily communication with teams in Toronto and clients who speak English.
How to apply?
You can click on this link to learn more about the job. Interested and eligible candidates are requested to apply here.