Client Solutions Advisor - Montreal

Scotiabank; Saint-Jérôme; On-site; CAD 52,000 - 72,000; Full time

Job summary

Scotiabank in Montreal is seeking a Client Solutions Advisor to onboard mortgage customers and deepen relationships by offering banking solutions.

You will meet targets, work flexible hours including evenings and weekends, and build partnerships with clients and internal teams to provide exceptional service.

Fluency in English and French is preferred; a driver's license and reliable transportation are required to serve customers locally and virtually.

Qualifications

• Proven experience excelling in a sales environment (across any industry).
• Strong time management, organization, and prioritization skills.
• A customer-focused relationship builder delivering great service.

Responsibilities

• Onboard mortgage customers and deepen relationships with banking solutions.
• Meet or exceed sales targets while delivering exceptional customer experiences.
• Collaborate with internal teams to provide tailored financial recommendations.

Skills

Sales acumen

Time management

Relationship building

Customer service

Job description

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Title: Client Solutions Advisor - Montreal

Requisition ID: 259483
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As a Client Solutions Advisors, you will be responsible for onboarding customers that have purchased a mortgage through our indirect mortgagesalesforce. Your role will be to deepen customer relationships through the sale of banking solutions.

Is this role right for you?

• As a Client Solutions Advisors you’re results focused, driven, have strong sales acumen, and love meeting new people
• You’re willing to work variable hours including weekends and evenings and you’re available to meet customers at times that are convenient for them both in person and virtually
• Strong interpersonal skills to manage and build solid partnerships both internally and externally
• You possess and maintain a driver’s license and have access to personal transportation during working hours

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if:

• You have proven experience excelling in a sales environment (across any industry)
• You enjoy the challenge of exceeding targets
• You have effective time management, organization skills and are self driven
• You’re a relationship builder who is focused on providing a great customer experience and deepening relationships with both new and existing customers

What's in it for you?

• Supportive environment with coaches that are inspired to help you exceed your goals
• Flexible workday options
• The tools you need to be successful providing customers with advice and product solutions
• Lucrative compensation package that includes base salary and quarterly compensation, putting you in control of how much you can earn
• Unique lead generation program, where we provide you pre-approved customer leads to generate your sales from

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

Location(s): Canada : Quebec : Saint-Jérôme || Canada : Quebec : Anjou || Canada : Quebec : Blainville || Canada : Quebec : Laval || Canada : Quebec : Montreal
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. 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.