Investment & Personal Banking Specialist - Saint-Jean-sur-Richelieu, QC

Scotiabank; Saint-Jean-sur-Richelieu; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading bank in the Americas is seeking an Investment & Personal Banking Specialist Trainee. This role focuses on delivering exceptional financial advice and building relationships with mid-affluent customers. Candidates should be passionate about financial sales and have a customer-centric approach. Strong communication skills in both English and French are necessary.

Benefits

Competitive compensation and benefits package

Transparent career progression criteria

Inclusive company culture

Qualifications

• Experience in financial sales and relationship management.
• License to sell mutual funds required.
• Working towards CIFP Diploma in Financial Planning or equivalent.

Responsibilities

• Provide exceptional customer service throughout the customer’s journey.
• Create financial plans using relevant tools.
• Educate customers by providing financial insights and advice.

Skills

Sales management

Customer relationship building

Education

License to sell mutual funds

CIFP Diploma in Financial Planning (or equivalent)

Job description

Requisition ID: 226937

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 Trainee 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
• Be highly engaged
• 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

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French because they will serve and English-speaking clientele.

Location(s): Canada : Quebec : Saint-jean-sur-richelieu

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.