Financial Advisor

POSITION SUMMARY:
As a member of the Retail Branch sales team, you are responsible for contributing to the team's overall success by achieving negotiated personal sales and sales activity goals through the identification and satisfaction of customer needs Your primary role will be to build and maintain an assigned portfolio of customers with significant investable assets, proactively mining and cross-selling customized financial solutions and conducting personal lifestyle planning focusing on investment opportunities. Along with the Bank’s retail investment products, you will also be responsible for promoting and selling lending and deposit products and services and have sound risk analysis techniques and credit adjudication judgment.
Our Domestic Banking division provides a comprehensive range of banking and investment services to almost 7 million retail, wealth management, small business and commercial customers across Canada. Our multi-channel domestic delivery network includes more than 970 branches, close to 2,750 ABMs, Internet, telephone and wireless banking.
QUALIFICATIONS:
You have a thorough knowledge of customer life cycle needs and current economic and political events, retail investment, retail lending and deposit service product features and benefits.
You are a strong relationship builder and communicator with demonstrated flexibility in adapting to a wide variety of tasks and functions.
You enjoy meeting people and are proficient at collaborating with others.
You have previous financial planning experience and possess sound knowledge of the local market where you have built up your contacts.
Must be fluent in Italian and/or PortugueseEDUCATION AND ACCREDITATIONS:
You have a University or College degree/diploma.
You are required to have successfully completed a qualifying course of study that will enable registration with the provincial securities commission to obtain a license to sell mutual funds.
You have achieved the financial planning proficiency standard in the province (Personal Financial Planner Designation (PFP)) or equivalent.

To apply: http://jobs.scotiabank.com/ca/toronto/retail-banking/jobid1818127-financial-advisor-jobs

Customer Service Agents-Multilingual

At UpClick we want to work with people who bring enthusiasm and most of all passion for the online space. We are looking for individuals who learn fast, bring something to the conversation and ask the right questions that help formulate the best solutions for our customers. We are actively seeking part time and full time bilingual customer service representatives to join our vibrant team. Compensation Package Includes: A thorough paid training program We offer a comprehensive benefits program including full medical benefits, dental, vision etc. . . (after 3 months with required minimum of 24hrs/week) Career progression if you have what it takes to be the best Job Description: Answer incoming phone calls and live chat requests Assist with billing inquiries such as refunds, account upgrades and modifications Answer basic technical questions about our software Provide basic website navigation support Skills/Qualifications Required: 1-3 years experience in any sales or customer service role (e.g. retail, call centre) Fluent in English, French & either Spanish, German, Portuguese, or ItalianBasic computer skills, must be familiar with Windows operating system Good problem solving skills We are seeking motivated individuals with the ability to work well both independently and collaboratively. Ability to multi-task and work efficiently within a fast-paced environment
Should be creative, adaptive and goal-oriented
Location The position of Customer Service Representative is located in Montreal.
Salary: $13.00/hourS
tart date: Immediately
Time period: Permanent