Senior Investment & Personal Banking Specialist

Scotiabank; Montreal; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Investment & Personal Banking Specialist to join their inclusive and high-performing team. In this role, you will passionately deliver tailored financial solutions and trusted advice to clients, focusing on their unique financial goals. Your expertise in financial sales and relationship management will drive exceptional customer experiences, helping to foster long-lasting relationships. This position offers a competitive compensation package and the opportunity to make a meaningful impact in the community while advancing your career in a supportive environment.

Benefits

Competitive compensation and benefits package

Career progression opportunities

Assigned book of affluent customers

Impactful community engagement

Qualifications

• Minimum two years experience in selling investment and credit products.
• Ability to build strong relationships focused on client experience.

Responsibilities

• Provide customized financial solutions using a financial planning approach.
• Analyze customers' needs and recommend appropriate strategies.

Skills

Financial Sales

Customer Relationship Management

Financial Planning

Investment Products Knowledge

Sales Management

Education

CIFP Diploma in Financial Planning

License to sell mutual funds

Job description

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

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.

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
• Provide a full range of customized financial solutions using a financial planning approach
• Understanding customers' financial goals and preferences, analyzing their needs and recommending the appropriate strategies and solutions to help them achieve their goals
• Focus on complex solutions and comprehensive financial planning
• Be 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 :

• A minimum 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 recognized equivalent)

What's in it for you?

• A competitive compensation and benefits package customized for Retail Banking
• Ability to make a lasting impact on customers
• An organization 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'll receive clear transparent criteria to progress in your career

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English French because they will serve and English-speaking clientele.

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. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. 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.