Investment & Personal Banking Specialist - Ste-Foy, QC

Scotiabank; Quebec; On-site; CAD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive compensation

Impact on customers

Inclusive culture

Community involvement

Owned client book growth potential

Career progression clarity

Job summary

Scotiabank is seeking an Investment & Personal Banking Specialist in Sainte-Foy, QC. You will deliver trusted financial advice, create plans, and manage client relationships with a focus on exceptional service across the customer journey.

You will educate clients, market Scotiabank offerings, and leverage planning tools to tailor solutions, while working to grow an assigned book of mid-affluent customers in a bilingual, collaborative environment.

Qualifications

• License to sell mutual funds.
• Working towards CIFP Diploma or equivalent.
• Focus on delivering trusted financial advice and planning to clients.

Responsibilities

• Sell financial products and provide financial advice to clients.
• Educate customers with relevant insights and planning tools.
• Create financial plans using planning tool modules.
• Build relationships and provide exceptional client experience.
• Collaborate with peers and partners to grow the book of business.

Skills

Sales experience

Relationship building

Client-focused

Education

Mutual funds license

CIFP Diploma (or equivalent)

Tools

Financial planning tools

Job description

Title: Investment & Personal Banking Specialist - Ste-Foy, QC

Requisition ID: 269064
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
• 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 : Sainte-foy

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.

Note: All postings in me@Scotiabank will remain live for a minimum of 5 days.