Investment & Personal Banking Specialist - St. Laurent & Prince Arthur, Montreal, Quebec

Scotiabank; Montreal; On-site; CAD 55,000 - 75,000; Full time

Job summary

A leading bank in the Americas is looking for an Investment & Personal Banking Specialist in Montreal. In this role, you will provide exceptional service to customers, deliver financial advice, and build lasting relationships. You should have sales management experience and a license to sell mutual funds, alongside communication skills in both English and French. This position offers a competitive compensation package and an inclusive company culture.

Benefits

Competitive compensation and benefits

Opportunity to make a lasting impact

Inclusivity in company culture

Qualifications

• Ability to market Scotiabank effectively.
• Experience in delivering financial advice to clients.
• Ability to develop financial plans and insights.

Responsibilities

• Provide exceptional service throughout the customer journey.
• Create financial plans leveraging relevant tools.
• Build and grow relationships with customers.

Skills

Sales management experience

Customer relationship building

Communication in English and French

Education

License to sell mutual funds

CIFP Diploma in Financial Planning or equivalent

Job description

Title: Investment & Personal Banking Specialist - St. Laurent & Prince Arthur, Montreal, Quebec

Requisition ID: 234704

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
• 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 : 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 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.