Senior Investment & Personal Banking Specialist-royal Mount, QC

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

Job summary

Join a forward-thinking bank as a Senior Investment & Personal Banking Specialist, where your passion for financial sales and customer service will thrive. In this role, you will connect with clients, offering tailored financial solutions and comprehensive planning to help them achieve their goals. This position not only allows you to make a significant impact on customers' lives but also fosters long-term relationships within a collaborative environment. If you're driven by results and eager to grow in your career, this opportunity is perfect for you.

Benefits

Competitive compensation package

Comprehensive benefits

Career progression criteria

Assigned book of affluent customers

Qualifications

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

Responsibilities

• Provide exceptional service throughout the customer’s journey.
• Analyze financial goals and recommend appropriate strategies.

Skills

Financial Sales

Customer Relationship Management

Investment Products Knowledge

Sales Management

Financial Planning

Education

CIFP Diploma in Financial Planning

Job description

Requisition ID: #

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:

1. Be passionate about financial sales as well as delivering trusted financial advice to customers
2. Provide a full range of customized financial solutions using a financial planning approach
3. Understand customers’ financial goals and preferences, analyze their needs, and recommend appropriate strategies and solutions to help them achieve their goals
4. Focus on complex solutions and comprehensive financial planning
5. Be results-driven
6. Be highly engaged
7. Demonstrate a collaborative approach when dealing with peers, customers, and partners
8. 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:

1. A minimum of two years of related experience selling investment and credit products
2. Demonstrated sales management experience and the ability to market Scotiabank
3. The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers
4. 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?

1. A competitive compensation and benefits package customized for Retail Banking
2. Ability to make a lasting impact on customers
3. An organization committed to making a difference in our communities – for you and your customers
4. An assigned book of mid to high affluent customers
5. Ability to provide complex solutions and comprehensive financial planning
6. 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 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. If you require technical assistance, please click here. Candidates must apply 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.