Senior Investment & Personal Banking Strategist

Scotiabank; Saint-Bruno; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading bank in the Americas is searching for a Senior Investment & Personal Banking Specialist in Saint-Bruno, Quebec. This role requires a customer-centric approach to provide tailored financial advice and solutions. Candidates should have at least two years of related sales experience and the ability to cultivate strong client relationships. The position offers a competitive compensation package and the opportunity to impact clients positively.

Benefits

Competitive compensation and benefits package

Opportunity for career progression

Assigned book of affluent customers

Qualifications

• Minimum two years of experience selling investment and credit products.
• Demonstrated sales management experience.
• Licence to sell mutual funds.

Responsibilities

• Provide financial solutions using a financial planning approach.
• Build and foster relationships with clients.
• Deliver trusted financial advice.

Skills

Financial sales competency

Relationship building

Client-centric approach

Collaboration

Education

CIFP Diploma in Financial Planning or equivalent

Job description

A leading bank in the Americas is searching for a Senior Investment & Personal Banking Specialist in Saint-Bruno, Quebec. This role requires a customer-centric approach to provide tailored financial advice and solutions. Candidates should have at least two years of related sales experience and the ability to cultivate strong client relationships. The position offers a competitive compensation package and the opportunity to impact clients positively.