Senior Investment & Personal Banking Specialist- Ste-Foy, QC
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Job Location:
Monthly Salary:
Posted on:
11 hours ago
Vacancies:
1 Vacancy
Job Summary
Requisition ID: 242791
Roynat Capital a wholly owned subsidiary of Scotiabank is a national lender and investor with expertise in providing innovative long-term capital solutions for mid-sized companies utilizing senior term subordinated debt as well as mezzanine capital and common share equity. We provide tailored solutions to clients for acquisitions business expansions wealth monetization and working capital enhancement. With a national presence in Canada in major markets Roynat assists growth-oriented companies in reaching their goals across a wide range of industries.
About the role
As a Senior Investment & Personal Banking Specialist Trainee you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network your focus is to provide exceptional service throughout the customers journey.
Is this role right for you In this role you will:
- Be passionate about financial sales as well as delivering trusted financial advice to customers
- Provide a full range of customized financial solutions using a financial planning approach
- Understanding customers financial goals and preferences analyzing their needs and recommending the appropriate strategies and solutions to help them achieve their goals
- Focus on complex solutions and comprehensive financial planning
- Be results-driven
- Be highly engaged
- Demonstrate a collaborative approach when dealing with peers customers and partners
- Build relationships focusing on providing a great client experience and growing long-standing relationships with existing customers
Do you have the skills that will enable you to succeed in this role Wed love to work with you if you have:
- A minimum two years of related experience selling investment and credit products
- Demonstrated sales management experience and the ability to market Scotiabank
- The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers
- A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
Whats in it for you
- A competitive compensation and benefits package customized for Retail Banking
- Ability to make a lasting impact on customers
- An organization committed to making a difference in our communities for you and your customers
- An assigned book of mid to high affluent customers
- Ability to provide complex solutions and comprehensive financial planning
- Youll receive clear transparent criteria to progress in your career
Location(s): Canada : Quebec : Sainte-foy
We value the unique skills and experiences each individual brings to the bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process please let us know. We will work with you to provide as seamless a recruitment experience as possible.
Required Experience:
Senior IC
Key Skills
- Academics
- Ale
- Asset Management
- Legal Operations
- Art And Craft
- Database Administration
About Company
Scotiabank is one of the leading foreign banks serving large national and multinational corporations in the U.S. through its Global Banking and Markets, Global Transaction Banking and Wealth Management business lines.
