Investment & Personal Banking Specialist - Montreal & Surrounding Areas

Scotiabank; Montreal; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution in Montreal seeks an Investment & Personal Banking Specialist focused on delivering exceptional customer service and providing trusted financial advice. Candidates should have sales management experience and the ability to build strong client relationships, along with a license to sell mutual funds. This role offers a competitive compensation package and opportunities for career growth in a collaborative, inclusive culture.

Benefits

Competitive compensation and benefits package

Opportunities for career growth

Inclusive workplace culture

Qualifications

• Customer-centric attitude and ability to connect with clients effectively.
• Strong focus on financial sales and delivering trusted financial advice.
• Ability to create tailored financial plans using various tools.

Responsibilities

• Provide exceptional service throughout the customer’s journey.
• Educate customers on financial products and advice.
• Build and maintain long-standing relationships with clients.

Skills

Sales management experience

Relationship building

Client experience focus

Education

License to sell mutual funds

Working towards CIFP Diploma in Financial Planning

Job description

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Title: Investment & Personal Banking Specialist - Montreal & Surrounding Areas

Requisition ID: 243718

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

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 : 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 let us know. 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.