Found Description
Join Scotiabank in Saint-Leonard, Quebec as an Investment & Personal Banking Specialist. Your role focuses on offering trusted advice and building relationships that enhance client satisfaction.
Becoming a vital part of the Canadian Banking Branch network, you will engage with customers to deliver exceptional financial service throughout their journey. You will utilize financial planning tools to educate and assist clients, driving sales and creating meaningful financial insights and strategies.
Key Responsibilities:
• Provide expert financial advice to clients
• Develop personalized financial plans for diverse needs
• Strengthen relationships with existing customers
• Promote a results-driven atmosphere within the team
• Work collaboratively with partners and peers
Requirements:
• Proven sales management experience
• Strong relationship-building skills
• License for selling mutual funds
• Actively pursuing CIFP Diploma in Financial Planning
• Hig...
Becoming a vital part of the Canadian Banking Branch network, you will engage with customers to deliver exceptional financial service throughout their journey. You will utilize financial planning tools to educate and assist clients, driving sales and creating meaningful financial insights and strategies.
Key Responsibilities:
• Provide expert financial advice to clients
• Develop personalized financial plans for diverse needs
• Strengthen relationships with existing customers
• Promote a results-driven atmosphere within the team
• Work collaboratively with partners and peers
Requirements:
• Proven sales management experience
• Strong relationship-building skills
• License for selling mutual funds
• Actively pursuing CIFP Diploma in Financial Planning
• Hig...
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