Investment & Personal Banking Specialist - Faubourg Boisbriand, Qc

Scotiabank; Boisbriand; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution is seeking an Investment & Personal Banking Specialist in Boisbriand. This role focuses on delivering exceptional financial advice and fostering strong customer relationships within the Canadian Banking Branch network. The ideal candidate will possess sales management experience, a mutual funds selling license, and be proficient in both French and English. The position offers a competitive compensation package and opportunities for career growth in an inclusive environment.

Benefits

Competitive compensation and benefits package

Opportunities for career growth

Inclusive workplace culture

Qualifications

• Sales management experience and ability to market financial services.
• Ability to build strong client relationships.
• License to sell mutual funds and working towards a related diploma.

Responsibilities

• Provide exceptional customer service throughout the customer journey.
• Deliver trusted financial advice and create financial plans.
• Build relationships and focus on client experience.

Skills

Sales management experience

Building strong relationships

Customer-centric approach

Mutual funds selling license

Education

CIFP Diploma in Financial Planning or equivalent

Job description

Investment & Personal Banking Specialist - Faubourg Boisbriand, Qc

Requisition ID: 244043

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 and Expectations

• 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

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 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
• 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 : Boisbriand

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.

Candidates must apply directly online to be considered for this role.