Senior Investment & Personal Banking Specialist- Decarie & Ferrier, Montreal, Quebec

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

Job summary

A leading national lender and investor is seeking a Senior Investment & Personal Banking Specialist in Montreal. This role focuses on delivering trusted financial advice and customized financial solutions while building strong relationships with mid to high affluent customers. A minimum of two years of experience selling investment products is required, along with a license to sell mutual funds. Competitive compensation and benefits, as well as opportunities for career advancement, are offered.

Benefits

Competitive compensation and benefits package

Career advancement opportunities

Community engagement initiatives

Qualifications

• Minimum two years of related experience in financial sales.
• Demonstrated ability to market investment products.
• Strong relationship-building skills with clients.

Responsibilities

• Provide customized financial solutions for clients.
• Analyze clients’ financial goals and recommend strategies.
• Collaborate with peers and partners to enhance client experience.

Skills

Sales and investment products expertise

Customer relationship building

Financial planning acumen

Results-driven mindset

Education

License to sell mutual funds

CIFP Diploma in Financial Planning (or equivalent)

Job description

Roynat Capital, a wholly owned subsidiary of Scotiabank, is a national lender and investor with expertise in providing innovative long-term capital solutions for mid-sized companies utilizing senior term, subordinated debt, as well as mezzanine capital and common share equity. We provide tailored solutions to clients for acquisitions, business expansions, wealth monetization, and working capital enhancement. With a national presence in Canada in major markets, Roynat assists growth-oriented companies in reaching their goals across a wide range of industries.

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

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. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.