Investment & Personal Banking Advisor (6-Month Contract)

Scotiabank; Montreal; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution is seeking an Investment & Personal Banking Specialist in Montreal, QC. The ideal candidate will provide exceptional customer service, build strong relationships, and achieve sales targets. The role requires a Mutual Funds licence and ongoing education towards the CIFP Diploma. Bilingual candidates fluent in French and English will thrive in this collaborative environment with a competitive compensation package.

Benefits

Competitive compensation and benefits package

Career progression opportunities

Supportive team environment

Qualifications

• Proven ability to meet and exceed sales targets.
• Strong proactive customer service skills.
• Ability to uncover and address customers' needs.

Responsibilities

• Connect with customers and understand their needs.
• Provide expert advice and insights for customers.
• Build comprehensive plans to help customers achieve their goals.
• Nurture long-standing relationships with customers.
• Grow branch business by achieving sales goals.

Skills

Customer relationship building

Sales target achievement

Problem-solving

Knowledge of Mutual Funds

Bilingual in French and English

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

A leading financial institution is seeking an Investment & Personal Banking Specialist in Montreal, QC. The ideal candidate will provide exceptional customer service, build strong relationships, and achieve sales targets. The role requires a Mutual Funds licence and ongoing education towards the CIFP Diploma. Bilingual candidates fluent in French and English will thrive in this collaborative environment with a competitive compensation package.