Senior Investment & Personal Banking Lead

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

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.