Client-Centric Wealth & Personal Banking Advisor

Scotiabank; Dollard-des-Ormeaux; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive compensation

Inclusive culture

Community involvement

Job summary

Scotiabank in Montreal is seeking an Investment & Personal Banking Specialist who focuses on client-centric service and the delivery of trusted financial advice throughout the customer journey.

You will educate customers, create financial plans, and build long-standing relationships while collaborating with peers and partners to drive results. A CIFP Diploma (or bank equivalent) and mutual funds license are preferred.

Qualifications

• Proven sales experience in financial services and wealth products.
• Ability to educate customers and provide relevant insights.
• License to sell mutual funds or working towards CIFP or bank equivalent.

Responsibilities

• Sell financial products and deliver trusted financial advice.
• Educate customers and create financial plans using planning tools.
• Build lasting relationships with existing customers.
• Collaborate with peers, customers, and partners to achieve goals.
• Be results-driven while maintaining excellent client experience.
• Grow the assigned book of business with growth potential customers.

Skills

Sales management

Client relationship

Financial advisory

Education

CIFP Diploma in Financial Planning

Mutual funds license

Job description

Scotiabank in Montreal is seeking an Investment & Personal Banking Specialist who focuses on client-centric service and the delivery of trusted financial advice throughout the customer journey.

You will educate customers, create financial plans, and build long-standing relationships while collaborating with peers and partners to drive results. A CIFP Diploma (or bank equivalent) and mutual funds license are preferred.