Found Description
Join Scotiabank as an Investment & Personal Banking Specialist in Pointe-Claire, Quebec and make a difference in clients' lives. This role emphasizes financial sales and exceptional client engagement.
As a key member of the Canadian Banking Branch network, your focus will be on delivering trusted financial advice and understanding customer needs. Passion for sales and a collaborative approach will enable you to build strong relationships and enhance client experiences throughout their financial journey.
Key Responsibilities:
• Provide relevant financial insights to clients
• Develop and implement customized financial plans
• Cultivate robust relationships with existing clients
• Work closely with peers to achieve shared goals
• Prioritize client satisfaction and results orientation
Requirements:
• Experience in sales management and marketing banking services
• Current mutual funds license and CIFP Diploma in progress
• Strong relationship-building skill...
As a key member of the Canadian Banking Branch network, your focus will be on delivering trusted financial advice and understanding customer needs. Passion for sales and a collaborative approach will enable you to build strong relationships and enhance client experiences throughout their financial journey.
Key Responsibilities:
• Provide relevant financial insights to clients
• Develop and implement customized financial plans
• Cultivate robust relationships with existing clients
• Work closely with peers to achieve shared goals
• Prioritize client satisfaction and results orientation
Requirements:
• Experience in sales management and marketing banking services
• Current mutual funds license and CIFP Diploma in progress
• Strong relationship-building skill...
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