Investment & Personal Banking Specialist - Maguire, Quebec City, QC

Scotiabank; Quebec; On-site; CAD 55,000 - 75,000; Full time

Job summary

Scotiabank is seeking an Investment & Personal Banking Specialist in Quebec City to deliver trusted financial guidance and exceptional service across the customer journey. You will educate clients, develop financial plans, and grow relationships with mid-affluent customers.

The role requires licensing to sell mutual funds and progression toward the CIFP Diploma, with bilingual capabilities to collaborate with teams in Toronto and across Canada.

Qualifications

• Sales experience in financial services.
• Ability to build strong client relationships and deliver great service.
• Licensed to sell mutual funds and pursuing CIFP Diploma or equivalent.

Responsibilities

• Provide trusted financial advice and educate customers on planning options.
• Create financial plans using planning tools and select advice resources.
• Build and grow relationships with existing clients and new opportunities.

Skills

Sales experience

Customer service

Relationship building

Financial sales

Education

Mutual funds license

CIFP Diploma or equivalent

Job description

Requisition ID: 277842
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Title: Investment & Personal Banking Specialist - Maguire, Quebec City, QC

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

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(s): Canada : Quebec : Quebec
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. 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.