Investment & Personal Banking Specialist - Kirkland, Québec

Scotiabank; Kirkland; On-site; CAD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Job summary

Scotiabank is seeking an Investment & Personal Banking Specialist in the Montreal area. You will provide trusted financial advice, educate customers, and create financial plans using planning tool modules to support growth of mid-affluent clients.

You will collaborate with peers and partners to deliver an outstanding client experience and work toward CIFP Diploma while selling mutual funds. This role focuses on customer-centric service and measurable results across Canada’s banking network.

Qualifications

• Sales management experience and the ability to market Scotiabank.
• Ability to build strong relationships focused on client experience and growth with existing customers.
• License to sell mutual funds and working towards CIFP Diploma (or bank-equivalent).

Responsibilities

• Provide trusted financial advice to customers and educate them with relevant insights.
• Create financial plans using planning tools and select advice as resources.
• Be results-driven and contribute to growth of mid-affluent client book.
• Collaborate with peers, customers, and partners to deliver great service.
• Build lasting relationships and enhance the client experience across journeys.
• Support personal and wealth management needs within the branch network.

Skills

Sales management experience

Strong client relationships

Market Scotiabank

Education

CIFP Diploma in Financial Planning (or Bank equivalent)

Job description

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 as 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 : Kirkland || Canada : Quebec : Beaconsfield || Canada : Quebec : Pointe-claire

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.