Senior Investment & Personal Banking Specialist- Parc & Fairmont, QC

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

Job summary

Join a purpose-driven team as a Senior Investment & Personal Banking Specialist, where you will provide exceptional financial advice and solutions to clients. This role focuses on building strong relationships and delivering a personalized banking experience. You'll be part of an inclusive culture that values your unique skills while making a lasting impact in the community. If you're passionate about financial sales and customer service, this opportunity with a leading bank in the Americas could be the perfect fit for you.

Benefits

Competitive compensation and benefits package

Career progression criteria

Impactful community engagement

Qualifications

• Minimum 2 years of experience in selling investment and credit products.
• License to sell mutual funds is required.

Responsibilities

• Provide exceptional service and customized financial solutions to customers.
• Analyze customer needs and recommend appropriate strategies.

Skills

Financial Sales

Customer Relationship Management

Sales Management

Financial Planning

Communication in English & French

Education

CIFP Diploma in Financial Planning

Job description

Title: Senior Investment & Personal Banking Specialist- Parc & Fairmont, QC

Requisition ID: 215744

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 of 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 English-speaking clientele.

Location(s): Canada : Quebec : Montreal

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. 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.