Client-Focused Investment & Banking Specialist

Scotiabank; Gatineau; On-site; CAD 55,000 - 75,000; Full time

Job summary

A leading financial institution is seeking an Investment & Personal Banking Specialist in Gatineau. The role focuses on providing exceptional service, building strong client relationships, and delivering financial advice. Candidates should possess sales management experience, a license to sell mutual funds, and knowledge of financial planning. This role offers a competitive benefits package and opportunities for professional growth in an inclusive work environment.

Benefits

Competitive compensation

Benefits package

Inclusive culture

Qualifications

• Must have a license to sell mutual funds.
• Experience in a sales-driven environment is preferred.

Responsibilities

• Provide exceptional service throughout the customer's journey.
• Build lasting relationships with clients.

Skills

Sales management experience

Client relationship building

Financial advising

Knowledge of English

Education

CIFP Diploma in Financial Planning or equivalent

Job description

A leading financial institution is seeking an Investment & Personal Banking Specialist in Gatineau. The role focuses on providing exceptional service, building strong client relationships, and delivering financial advice. Candidates should possess sales management experience, a license to sell mutual funds, and knowledge of financial planning. This role offers a competitive benefits package and opportunities for professional growth in an inclusive work environment.