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

Scotiabank; Montreal (administrative region); On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution seeks an Investment & Personal Banking Specialist for its Chabanel West Branch in Montreal. This role requires a customer-centric approach, emphasizing financial sales and the ability to build long-lasting relationships with clients. Candidates should have sales management experience, a license for mutual funds, and be working towards a CIFP Diploma in Financial Planning. The position offers a competitive benefits package and opportunities for career growth within an inclusive culture.

Benefits

Competitive compensation and benefits package

Opportunities for career growth

Inclusive workplace culture

Qualifications

• Must have sales management experience and the ability to market effectively.
• Must possess a license to sell mutual funds.
• Must be working towards a CIFP Diploma in Financial Planning or equivalent.

Responsibilities

• Deliver trusted financial advice to customers.
• Create financial plans using relevant tools.
• Build and maintain relationships with customers.

Skills

Sales management experience

Relationship building

Financial sales

Expert advice

Bilingual proficiency (English and French)

Education

License to sell mutual funds

CIFP Diploma in Financial Planning or equivalent

Job description

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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.

Responsibilities

• 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

Qualifications

• 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)

Benefits

• 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.