Senior Investment & Personal Banking Advisor

Scotiabank; Montreal; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading bank in the Americas is seeking a Senior Investment & Personal Banking Specialist in Montreal. In this customer-centric role, you will deliver trusted financial advice and provide customized financial solutions. The ideal candidate has at least two years of sales experience in investment and credit products, along with a CIFP Diploma or equivalent. This position offers a competitive compensation package and opportunities for career advancement.

Benefits

Competitive compensation and benefits package

Opportunity to make a lasting impact on customers

Career progression criteria

Assigned book of mid to high affluent customers

Qualifications

• A minimum two years of related experience selling investment and credit products.
• Demonstrated sales management experience with the ability to market Scotiabank.
• A license to sell mutual funds.

Responsibilities

• Provide exceptional customer service throughout the customer’s journey.
• Deliver trusted financial advice and customized financial solutions.
• Focus on complex solutions and financial planning.

Skills

Customer-centric

Sales experience

Relationship building

Financial planning

Education

CIFP Diploma in Financial Planning or equivalent

Job description

A leading bank in the Americas is seeking a Senior Investment & Personal Banking Specialist in Montreal. In this customer-centric role, you will deliver trusted financial advice and provide customized financial solutions. The ideal candidate has at least two years of sales experience in investment and credit products, along with a CIFP Diploma or equivalent. This position offers a competitive compensation package and opportunities for career advancement.