Mortgage Solutions & Banking Advisor

Scotiabank; Montreal (administrative region); Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Flexible hours

Pre-approved leads

Lucrative compensation

Job summary

Scotiabank in Montreal, QC is seeking a Client Solutions Advisor to onboard customers who purchased mortgages through the indirect salesforce and deepen relationships by offering banking solutions. You will meet customers where and when it suits them, both in person and virtually, while maintaining strong sales performance.

The role requires strong interpersonal skills, a proven sales mindset, and the ability to manage flexible hours including weekends.

Qualifications

• Proven experience excelling in a sales environment.
• Able to exceed targets and drive results.
• Strong time management and organizational skills; self-driven.
• Relationship builder focused on providing a great customer experience and deepening relationships with new and existing customers.

Responsibilities

• Onboard mortgage customers from the indirect mortgage salesforce and deepen relationships with banking solutions.
• Meet or exceed sales targets through proactive outreach and lead follow-up.
• Build partnerships with internal and external stakeholders to deliver exceptional customer experience.
• Schedule and meet customers in person or virtually to provide tailored financial solutions.

Skills

Sales experience

Exceed targets

Time management

Relationship building

Customer experience

People skills

Job description

Scotiabank in Montreal, QC is seeking a Client Solutions Advisor to onboard customers who purchased mortgages through the indirect salesforce and deepen relationships by offering banking solutions. You will meet customers where and when it suits them, both in person and virtually, while maintaining strong sales performance.

The role requires strong interpersonal skills, a proven sales mindset, and the ability to manage flexible hours including weekends.