Personal Banking Specialist; Investment & Retirement Planning- Rockland Branch- Montreal- QC in Montreal, Quebec


Private Banking Specialist; Funding & Retirement Planning- Rockland Department- Montreal- QC

Requisition ID: 192807

Be part of a objective pushed profitable group, dedicated to outcomes, in an inclusive and high-performing tradition.

Concerning the function

As an Funding & Private Banking Specialist, Funding & Retirement Planning you’re a member of the department gross sales group accountable for contributing to the group’s total success by assembly/exceeding negotiated deposit and funding gross sales objectives via efficient administration of your assigned portfolio of shoppers. Your main function is to determine/deepen funding and first banking relationships with present assigned clients in addition to clients referred by department companions.

Is that this function best for you? On this function, you’ll:

  • Be captivated with monetary gross sales in addition to delivering trusted monetary recommendation to clients concerning advanced funding and retirement planning to clients

  • Be results-driven by taking a proactive method to discovering our clients’ wants, listening to grasp what they’re in search of

  • Conduct complete critiques for assigned clients together with retirement planning, wealth accumulation and property planning using monetary planning expertise to create personalized monetary methods and options

  • Be extremely engaged, educating clients, offering related insights and professional recommendation

  • Reveal a collaborative method when coping with friends, clients, and companions

  • Construct relationships, specializing in offering an ideal consumer expertise and rising long-standing relationships with present clients

Do you’ve the abilities that may allow you to reach this function? – We’d like to work with you when you’ve got:

  • Efficiently accomplished the CIFP Diploma in Monetary Planning (or Financial institution acknowledged equal)

  • A minimal three years expertise of monetary planning and funding gross sales expertise

  • Demonstrated gross sales administration expertise and the flexibility to market Scotiabank

  • Means to domesticate sturdy relationships with clients, friends and companions

What’s in it for you?

  • A aggressive compensation and advantages bundle tailor-made for the Funding & Private Banking Specialist, Funding & Retirement Planning function

  • Means to make a long-lasting affect on an assigned ebook of shoppers

  • An inclusive tradition the place we worth and acknowledge our workers’ contributions

  • A corporation dedicated to creating a distinction in our communities – for you and your clients

Pursuant to a language wants evaluation carried out by Scotiabank, the profitable candidate might be required to have the ability to talk in English & French as a result of they’ll serve English-speaking clientele.

Location(s): Canada : Quebec : Montreal

Scotiabank is a number one financial institution within the Americas. Guided by our objective: “for each future”, we assist our clients, their households and their communities obtain success via a broad vary of recommendation, services and products, together with private and industrial banking, wealth administration and personal banking, company and funding banking, and capital markets.

At Scotiabank, we worth the distinctive expertise and experiences every particular person brings to the Financial institution, and are dedicated to creating and sustaining an inclusive and accessible surroundings for everybody. Should you require lodging (together with, however not restricted to, an accessible interview web site, alternate format paperwork, ASL Interpreter, or Assistive Expertise) in the course of the recruitment and choice course of, please let our Recruitment group know. Should you require technical help, pleaseclick right here ( . Candidates should apply immediately on-line to be thought-about for this function. We thank all candidates for his or her curiosity in a profession at Scotiabank; nevertheless, solely these candidates who’re chosen for an interview might be contacted.

To assist us observe our recruitment effort, please point out in your cowl/motivation letter the place ( you noticed this job posting.

Leave a Reply