Investment & Personal Banking Advisor - Laval

Scotiabank

Laval

On-site

CAD 55,000 - 85,000

Full time

6 days ago

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Job summary

Scotiabank seeks an Investment & Personal Banking Specialist in Laval, QC, to deliver exceptional customer service and tailored financial planning. You will educate clients, develop financial plans, and leverage planning tools to offer suitable advice while maintaining a results-driven and collaborative mindset.

The role focuses on building lasting relationships with mid-affluent customers and growing the book with growth potential clients across multiple Quebec locations.

Qualifications

Sales management experience and ability to market Scotiabank.
Ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers.
A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent).

Responsibilities

Be passionate about financial sales and delivering trusted financial advice to customers.
Educate customers, providing relevant insights and expert advice.
Create financial plans using planning tool modules and select advice-based resources.
Understand the importance of being results-driven.
Demonstrate a collaborative approach with peers, customers, and partners.
Build relationships and grow long-standing client relationships.

Skills

Sales management experience

Relationship building

Mutual funds license / CIFP progress

Education

CIFP Diploma in Financial Planning (or Bank equivalent)

Job description

The role focuses on building lasting relationships with mid-affluent customers and growing the book with growth potential clients across multiple Quebec locations.

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