Client-First Investment & Personal Banking Advisor

Scotiabank; Kirkland; On-site; CAD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Job summary

Scotiabank is seeking an Investment & Personal Banking Specialist in the Montreal area. You will provide trusted financial advice, educate customers, and create financial plans using planning tool modules to support growth of mid-affluent clients.

You will collaborate with peers and partners to deliver an outstanding client experience and work toward CIFP Diploma while selling mutual funds. This role focuses on customer-centric service and measurable results across Canada’s banking network.

Qualifications

• Sales management experience and the ability to market Scotiabank.
• Ability to build strong relationships focused on client experience and growth with existing customers.
• License to sell mutual funds and working towards CIFP Diploma (or bank-equivalent).

Responsibilities

• Provide trusted financial advice to customers and educate them with relevant insights.
• Create financial plans using planning tools and select advice as resources.
• Be results-driven and contribute to growth of mid-affluent client book.
• Collaborate with peers, customers, and partners to deliver great service.
• Build lasting relationships and enhance the client experience across journeys.
• Support personal and wealth management needs within the branch network.

Skills

Sales management experience

Strong client relationships

Market Scotiabank

Education

CIFP Diploma in Financial Planning (or Bank equivalent)

Job description

Scotiabank is seeking an Investment & Personal Banking Specialist in the Montreal area. You will provide trusted financial advice, educate customers, and create financial plans using planning tool modules to support growth of mid-affluent clients.

You will collaborate with peers and partners to deliver an outstanding client experience and work toward CIFP Diploma while selling mutual funds. This role focuses on customer-centric service and measurable results across Canada’s banking network.