Investment & Personal Banking Specialist - Longueuil, QC

Scotiabank; Longueuil; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading bank in the Americas is seeking an Investment & Personal Banking Specialist in Longueuil, QC. The role involves building strong customer relationships, providing expert advice, and developing comprehensive financial plans. Successful candidates should have a strong drive for sales and bilingual skills in French and English. Offering competitive compensation and a commitment to inclusive workplace culture. Join a forward-thinking team dedicated to making a positive impact in the community.

Benefits

Competitive compensation

Benefits package

Career growth opportunities

Supportive leadership

Qualifications

• Strong drive to build lasting customer relationships and deliver excellent service.
• Experience in meeting and exceeding sales goals in a dynamic environment.
• Ability to identify and address customer needs effectively.

Responsibilities

• Proactively discover and understand customer needs.
• Educate customers and provide them with expert advice.
• Build comprehensive financial plans for customers.
• Develop and grow the branch business to enhance customer experience.

Skills

Customer relationship building

Sales targets achievement

Problem-solving

Fluent in French and sufficient English

Education

Mutual Funds licence

CIFP Diploma (in progress)

Job description

Title: Investment & Personal Banking Specialist - Longueuil, QC

Requisition ID: 245933

About the role

What your role will be…

At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance‑oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.

What you’ll be doing…

• Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
• Educating our customers, providing relevant insights and expert advice
• Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
• Nurturing strong, long‑standing relationships
• Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

What you need to succeed…

• The appetite and drive to build strong customer relationships and deliver excellence customer service
• The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
• To uncover and solve for customers’ needs
• Mutual Funds licence and working towards the CIFP Diploma

What we’re offering…

• The opportunity to join a forward‑thinking organization where you are surrounded by a collaborative team of innovative thinkers.
• A competitive compensation and benefits package.
• An organization committed to making a difference in our communities– for you and our customers.
• You can expect to be recognized and rewarded for high‑performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• You’ll receive clear, transparent criteria to progress in your career.
• You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

Location: Canada – Quebec – Longueuil

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.

Note: All postings in me@Scotiabank will remain live for a minimum of 5 days.