Investment & Personal Banking Advisor — Grow Client Wealth

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

Job summary

A leading bank in Canada is seeking an Investment & Personal Banking Specialist in Kirkland. This role requires exceptional customer service skills and the ability to build strong relationships. The ideal candidate will be knowledgeable in financial sales and have a license to sell mutual funds. Bilingual communication in English and French is required. This position offers a competitive compensation package and opportunities for growth.

Benefits

Competitive compensation and benefits

Opportunities for career progress

Inclusive culture that values contributions

Qualifications

• Experience in financial sales and relationship management.
• Ability to develop and maintain customer relationships.
• Strong communication skills in English and French.

Responsibilities

• Provide exceptional service throughout the customer’s journey.
• Create and educate on financial plans.
• Build and grow relationships with clients.

Skills

Financial sales knowledge

Customer relationship building

Collaborative approach

Results-driven mindset

Education

License to sell mutual funds

Working towards CIFP Diploma in Financial Planning

Job description

A leading bank in Canada is seeking an Investment & Personal Banking Specialist in Kirkland. This role requires exceptional customer service skills and the ability to build strong relationships. The ideal candidate will be knowledgeable in financial sales and have a license to sell mutual funds. Bilingual communication in English and French is required. This position offers a competitive compensation package and opportunities for growth.