senior accounts manager - banking, credit and investment

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

Job summary

A leading financial institution in Montreal is seeking a Senior Investment & Personal Banking Specialist. This role involves providing exceptional financial solutions and delivering trusted advice to customers. The ideal candidate will have a minimum of two years of experience in sales, the ability to build strong relationships, and possess a license to sell mutual funds. This full-time position offers a competitive compensation package and the chance to impact customers' financial journeys positively.

Benefits

Competitive compensation

Impactful work in the community

Clear career progression criteria

Qualifications

• Minimum of two years of experience in selling investment and credit products.
• Ability to market financial products and build strong client relationships.
• License to sell mutual funds.

Responsibilities

• Deliver trusted financial advice to customers.
• Provide customized financial solutions based on customer needs.
• Focus on comprehensive financial planning and complex solutions.
• Engage in building long-standing customer relationships.

Skills

Sales management

Client relationship building

Financial sales

Customer service

Education

CIFP Diploma in Financial Planning (or equivalent)

Job description

Senior Accounts Manager – Banking, Credit and Investment

Title posted on CareerBeacon – Senior Investment & Personal Banking Specialist – Sources, QC. Posted on December 02, 2025 by Employer details Scotiabank.

About the Role

As a Senior 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

• Be passionate about financial sales as well as delivering trusted financial advice to customers.
• Provide a full range of customized financial solutions using a financial planning approach.
• Understand customers’ financial goals and preferences, analyze their needs and recommend the appropriate strategies and solutions to help them achieve their goals.
• Focus on complex solutions and comprehensive financial planning.
• Be results‑driven.
• Be highly engaged.
• 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

• A minimum of two years of related experience selling investment and credit products.
• Demonstrated 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‑recognised equivalent).

Benefits

• A competitive compensation and benefits package customised for Retail Banking.
• Ability to make a lasting impact on customers.
• An organisation committed to making a difference in our communities for you and your customers.
• An assigned book of mid‑to‑high affluent customers.
• Ability to provide complex solutions and comprehensive financial planning.
• You will receive clear, transparent criteria to progress in your career.

Job Details

Location: Montréal, QC (On‑site). Salary: $35.90 to $86.54 per hour (hourly). Employment: Permanent, Full Time. Starts as soon as possible. Vacancy: 1.

Additional requirements: 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.

Accessibility: 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.

Advertised until: 2025‑12‑31.