Investment & Personal Banking Specialist - St. Eustache, Qc

Scotiabank; Saint-Eustache; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading banking institution is hiring an Investment & Personal Banking Specialist in Saint-Eustache, QC. This role requires delivering exceptional customer service and financial advice while building strong client relationships. The ideal candidate will have sales management experience, the ability to communicate effectively in English and French, and will be working towards a CIFP Diploma in Financial Planning. The compensation package includes benefits and opportunities for impact in the community.

Benefits

Competitive compensation and benefits package

Inclusive culture

Opportunities for community impact

Qualifications

• Experience in financial sales and customer service.
• Ability to communicate in English and French for an English-speaking clientele.

Responsibilities

• Deliver trusted financial advice to customers.
• Create financial plans using advice-based tools.
• Build relationships for great client experience.

Skills

Sales management experience

Building strong relationships

Financial advisory skills

Education

CIFP Diploma in Financial Planning or equivalent

Job description

Overview

Title: Investment & Personal Banking Specialist - St. Eustache, Qc

Requisition ID: 234571

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.

Responsibilities

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

Qualifications

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

Location(s): Canada : Quebec : Saint-eustache

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.