Client-Focused Investment & Personal Banking Advisor

Scotiabank; Pointe-Claire; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation

Inclusive culture

Community impact

Career progression criteria

Job summary

Scotiabank in Canada is seeking an Investment & Personal Banking Specialist who focuses on delivering trusted financial advice and building lasting client relationships across the branch network.

You will educate customers, create financial plans using planning tools, and collaborate with peers to provide a great client experience while driving growth for mid-affluent book of business.

Qualifications

• Sales experience in banking or financial services.
• Ability to educate customers with trusted financial advice.
• Licenses and ongoing education in financial planning.

Responsibilities

• Be customer-centric and connect with people in a relatable way.
• Provide exceptional service throughout the customer’s journey.
• Educate customers and offer relevant insights.
• Create financial plans using planning tool modules and select advice as resources.
• Build relationships and drive growth with existing customers.

Skills

Sales management

Customer relationship building

Bilingual English/French

Education

Mutual funds license

CIFP Diploma or equivalent

Job description

Scotiabank in Canada is seeking an Investment & Personal Banking Specialist who focuses on delivering trusted financial advice and building lasting client relationships across the branch network.

You will educate customers, create financial plans using planning tools, and collaborate with peers to provide a great client experience while driving growth for mid-affluent book of business.