Investment & Personal Banking Specialist - Sainte-Catherine & Guy Branch, Montreal, Qc

Scotiabank; Montreal; On-site; CAD 45,000 - 75,000; Full time

Job summary

Scotiabank is seeking an Investment & Personal Banking Specialist to join their Montreal branch network. This role involves providing exceptional customer service and financial advice while building long-term relationships with clients. The successful candidate will be results-driven and possess strong sales skills, alongside a commitment to fostering an inclusive culture within the team.

Benefits

Competitive compensation and benefits

Career progression opportunities

Inclusive culture

Community involvement

Qualifications

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

Responsibilities

• Deliver financial advice and create financial plans.
• Educate customers with relevant insights.
• Enhance customer relationships and experiences.

Skills

Relationship-building

Sales management

Education

License to sell mutual funds

CIFP Diploma in Financial Planning or equivalent

Job description

Requisition ID: 221469

Join a purpose-driven, high-performing team committed to results within an inclusive culture.

About the role

As an Investment & Personal Banking Specialist, you are customer-centric and able to connect with people in a relatable way. You will be a key member of the Canadian Banking Branch network, focusing on providing exceptional service throughout the customer journey.

Responsibilities include:

• Being passionate about financial sales and delivering trusted financial advice
• Educating customers with relevant insights and advice
• Creating financial plans using financial planning tools and advice-based resources
• Being results-driven and highly engaged
• Collaborating effectively with peers, customers, and partners
• Building relationships to enhance customer experience and grow long-term relationships

Qualifications:

• Sales management experience and ability to market Scotiabank
• Strong relationship-building skills focused on customer experience
• License to sell mutual funds and working towards the CIFP Diploma in Financial Planning or equivalent

What’s in it for you?

• Competitive compensation and benefits
• Opportunity to make a lasting impact on customers
• Inclusive culture that values contributions
• Community involvement
• Managing a book of mid-affluent customers with growth potential
• Clear career progression criteria

Note: The successful candidate must communicate in English and French to serve English-speaking clients, based on a language needs assessment.

Location: Montreal, Quebec, Canada

About Scotiabank

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future." We support our customers and communities through a broad range of financial services including banking, wealth management, and investment banking.

We value diversity and are committed to an inclusive, accessible environment. If you require accommodations during the recruitment process, please contact our Recruitment team. Candidates must apply online; only shortlisted candidates will be contacted.