Investment & Personal Banking Specialist - Quartier DIX30, Brossard, QC

Scotiabank; Brossard; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Inclusive culture

Job summary

Scotiabank is hiring an Investment & Personal Banking Specialist to deliver exceptional customer service across the client journey in Canada. You will blend financial sales with trusted advisory skills, educate clients, and build tailored financial plans using planning tools and resources.

The role focuses on growing relationships with mid-affluent customers and collaborating with team members in a dynamic, inclusive culture.

Qualifications

• Sales management experience and the ability to market Scotiabank.
• Ability to build strong relationships focused on client experience and expanding existing relationships.
• Licensed to sell mutual funds and pursuing CIFP Diploma or Bank-recognized equivalent.

Responsibilities

• Provide trusted financial advice and financial planning support to customers.
• Educate customers with insights and guidance tailored to their needs.
• Create financial plans using planning tool modules and select-advice resources.
• Build lasting client relationships and drive revenue growth across branches.
• Collaborate with peers and partners to deliver a seamless customer journey.

Skills

Sales management

Relationship building

Client service excellence

Bilingual communication

Education

CIFP Diploma in Financial Planning or equivalent

Tools

Financial planning tools

Job description

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 expanding 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 : Brossard || Canada : Quebec : Longueuil || 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.