Investment & Personal Banking Specialist Trainee (Canada)

Scotiabank; Montreal; On-site; CAD 65,000 - 90,000; Full time

Job summary

Scotiabank in Montreal is seeking an Investment & Personal Banking Specialist Trainee to deliver trusted financial advice and tailored financial plans to mid-affluent customers within the Canadian Banking branch network.

You will educate clients, build lasting relationships, and collaborate with peers and partners while pursuing licenses for mutual funds and CIFP diploma.

Qualifications

• Sales management experience and ability to market Scotiabank.
• Ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers.
• License to sell mutual funds and working towards CIFP Diploma (or Bank recognized equivalent).

Responsibilities

• Be passionate about financial sales and delivering trusted financial advice.
• Educate customers, providing relevant insights and expert advice.
• Create financial plans using relevant planning tool modules and select advice-based resources.
• Understand the importance of being results-driven.
• Demonstrate a collaborative approach with peers, customers, and partners.
• Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers.

Skills

Sales management experience

Relationship building

Financial advisory

Education

Mutual funds license

CIFP Diploma (or equivalent)

Job description

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Title: Investment & Personal Banking Specialist Trainee (Canada)

Requisition ID: 274531
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
• 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 customersAn inclusive culture where we value and recognize our employees’ contributionsAn organization committed to making a difference in our communities – for you and your customersYou will have an assigned book of mid-affluent customers and the ability to build on this book with growth potential customersYou’ll receive clear transparent criteria to progress in your career

  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.

  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.