Senior Investment & Personal Banking Specialist-Longueuil, Quebec

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

Job summary

A leading bank in the Americas is seeking an experienced Senior Investment & Personal Banking Specialist in Longueuil, Quebec. The role focuses on delivering exceptional customer service and customized financial solutions to clients. Ideal candidates will have at least two years of related experience in investment sales and a proven ability to build strong relationships. This position offers a competitive compensation and benefits package.

Benefits

Competitive compensation and benefits package

Ability to make a lasting impact on customers

Commitment to community engagement

Qualifications

• Minimum two years of related experience selling investment and credit products.
• Demonstrated sales management experience.
• Strong relationship-building abilities.

Responsibilities

• Provide a full range of customized financial solutions.
• Understand customers' financial goals and preferences.
• Deliver exceptional service throughout the customer’s journey.

Skills

Financial sales

Customer relationship management

Analytical skills

Sales management

Excellent communication

Education

License to sell mutual funds

CIFP Diploma in Financial Planning (or equivalent)

Job description

Senior Investment & Personal Banking Specialist – Longueuil, Quebec

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
• Understand customers’ financial goals and preferences, analyze their needs and recommend 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

« 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, including clients, who speak English, locally and elsewhere. »

Location(s): Canada – Quebec – Longueuil

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 during the recruitment and selection process, please let our Recruitment team know.