Investment & Personal Banking Specialist - Chabanel West Branch, Montreal, Qc

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

Job summary

A leading bank in Montreal is seeking an Investment & Personal Banking Specialist. The role focuses on providing exceptional service and trusted financial advice to customers. The ideal candidate has sales management experience and is customer-centric, with a strong ability to build relationships. A competitive compensation package is offered.

Benefits

Competitive compensation and benefits

Impact on customers

Inclusive culture

Qualifications

• Ability to market Scotiabank effectively.
• Engagement with mid-affluent customers.
• Customer-centric approach.

Responsibilities

• Provide exceptional service throughout the customer’s journey.
• Deliver trusted financial advice to customers.
• Create financial plans using relevant tools.

Skills

Sales management experience

Strong relationship building

Proficiency in English

Education

CIFP Diploma in Financial Planning (or equivalent)

Job description

Title: Investment & Personal Banking Specialist - Chabanel West Branch, Montreal, Qc

Requisition ID: 240516
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

About the role

As an Investment & Personal Banking Specialist you are customer‑centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service throughout the customer’s journey.

Is this role right for you? In this role, you will:

• Be passionate about financial sales as well as delivering trusted financial advice to customers
• Educate customers, providing relevant insights and expert advice
• Create financial plans, leveraging relevant financial planning tool modules and select advice based tools and resources
• Understand the importance of being results‑driven
• Be highly engaged
• Demonstrate a collaborative approach when dealing with peers, customers, and partners
• Build relationships, focusing on providing a great client experience and growing long‑standing relationships with existing customers

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

• Sales management experience and the ability to market Scotiabank
• The 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 recognised equivalent)

What’s in it for you?

• A competitive compensation and benefits package
• Ability to make a lasting impact on customers
• An inclusive culture where we value and recognise our employees’ contributions
• An organization committed to making a difference in our communities – for you and your customers
• You will have an assigned book of mid‑affluent customers and the ability to build on this book with growth potential customers
• You’ll receive clear transparent criteria to progress in your career
• In addition to French, the incumbent must also have sufficient proficiency in English, as the role involves regularly interacting and collaborating with groups and individuals based in Toronto, as well as consistently engaging with other people, including clients, who speak English, both locally and elsewhere.

Location(s): 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. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. 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.