Investment & Personal Banking Specialist- Dollard-des-Ormeaux, Quebec

Scotiabank; Dollard-des-Ormeaux; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive compensation

Inclusive culture

Community involvement

Job summary

Scotiabank in Montreal is seeking an Investment & Personal Banking Specialist who focuses on client-centric service and the delivery of trusted financial advice throughout the customer journey.

You will educate customers, create financial plans, and build long-standing relationships while collaborating with peers and partners to drive results. A CIFP Diploma (or bank equivalent) and mutual funds license are preferred.

Qualifications

• Proven sales experience in financial services and wealth products.
• Ability to educate customers and provide relevant insights.
• License to sell mutual funds or working towards CIFP or bank equivalent.

Responsibilities

• Sell financial products and deliver trusted financial advice.
• Educate customers and create financial plans using planning tools.
• Build lasting relationships with existing customers.
• Collaborate with peers, customers, and partners to achieve goals.
• Be results-driven while maintaining excellent client experience.
• Grow the assigned book of business with growth potential customers.

Skills

Sales management

Client relationship

Financial advisory

Education

CIFP Diploma in Financial Planning

Mutual funds license

Job description

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Requisition ID: 276463
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
• 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 recognized 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 recognize 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

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 .