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Senior Investment & Personal Banking Specialist

at Scotiabank

Back to all Tech Sales jobs
Scotiabank logo
Industry not specified

Senior Investment & Personal Banking Specialist

at Scotiabank

JuniorNo visa sponsorshipTech Sales

Posted 3 hours ago

No clicks

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
Canada

**Software Engineer - Full Stack (Python, React) | Mid-Level** - Design, develop, and maintain full-stack web applications using Python and React - Collaborate cross-functionally to define, design, and ship new features - Ensure application performance, stability, and scalability - Troubleshoot, debug, and maintain existing systems - Write efficient, effective, and maintainable codes using best practices - Requirements: Proven experience in full-stack development with Python and React, strong understanding of software design principles, experience with RESTful APIs, and experience with database systems (SQL/NoSQL). Mid-level professionals with 3-5 years of experience are encouraged to apply.

 

 

 

Requisition ID: 260691 

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

 

About the role

As a Senior Investment & Personal Banking Specialist, 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 customer’s 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? – We’d 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)

What’s 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
  • You’ll receive clear transparent criteria to progress in your career

 En sus du français, la personne titulaire doit aussi avoir une maîtrise suffisante de l’anglais, car le travail implique d’interagir et de collaborer régulièrement avec des groupes et des personnes basés à Toronto, ainsi que d’interagir constamment avec d’autres personnes, notamment des clients, s’exprimant en anglais, localement et ailleurs. 

 

 

Location(s):  Canada : Quebec : Brossard 

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  

At Scotiabank, 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. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our  Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Senior Investment & Personal Banking Specialist

at Scotiabank

Back to all Tech Sales jobs
Scotiabank logo
Industry not specified

Senior Investment & Personal Banking Specialist

at Scotiabank

JuniorNo visa sponsorshipTech Sales

Posted 3 hours ago

No clicks

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
Canada

**Software Engineer - Full Stack (Python, React) | Mid-Level** - Design, develop, and maintain full-stack web applications using Python and React - Collaborate cross-functionally to define, design, and ship new features - Ensure application performance, stability, and scalability - Troubleshoot, debug, and maintain existing systems - Write efficient, effective, and maintainable codes using best practices - Requirements: Proven experience in full-stack development with Python and React, strong understanding of software design principles, experience with RESTful APIs, and experience with database systems (SQL/NoSQL). Mid-level professionals with 3-5 years of experience are encouraged to apply.

 

 

 

Requisition ID: 260691 

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

 

About the role

As a Senior Investment & Personal Banking Specialist, 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 customer’s 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? – We’d 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)

What’s 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
  • You’ll receive clear transparent criteria to progress in your career

 En sus du français, la personne titulaire doit aussi avoir une maîtrise suffisante de l’anglais, car le travail implique d’interagir et de collaborer régulièrement avec des groupes et des personnes basés à Toronto, ainsi que d’interagir constamment avec d’autres personnes, notamment des clients, s’exprimant en anglais, localement et ailleurs. 

 

 

Location(s):  Canada : Quebec : Brossard 

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  

At Scotiabank, 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. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our  Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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