Senior Investment & Personal Banking Specialist-Royal Mount, QC

Scotiabank; Montreal; On-site; CAD 50,000 - 90,000; Full time

Job summary

An established industry player seeks a Senior Investment & Personal Banking Specialist to join their dynamic team in Montreal. This role focuses on delivering exceptional financial advice and customized solutions to clients, ensuring a great experience throughout their financial journey. With a commitment to community and customer success, the ideal candidate will thrive in a collaborative environment, leveraging their sales expertise and client relationship skills to make a significant impact. If you're passionate about finance and eager to help clients achieve their goals, this opportunity is perfect for you.

Benefits

Competitive compensation

Benefits package

Career progression opportunities

Community-focused organization

Qualifications

• Minimum two years of experience in investment and credit products.
• Licensed to sell mutual funds and working towards financial planning diploma.

Responsibilities

• Provide customized financial solutions using a planning approach.
• Build and maintain strong client relationships for long-term growth.

Skills

Financial Sales

Client Relationship Management

Investment Products Knowledge

Sales Management

Financial Planning

Education

CIFP Diploma in Financial Planning

Job description

Senior Investment & Personal Banking Specialist - Royal Mount, QC

Join to apply for the Senior Investment & Personal Banking Specialist - Royal Mount, QC role at Scotiabank.

Requisition ID: 222159

Join a purpose-driven, results-oriented team within an inclusive, high-performing culture.

About The Role

As a Senior Investment & Personal Banking Specialist, you will be customer-centric, connecting with clients in a relatable way. You will be a key member of the Canadian Banking Branch network, providing exceptional service throughout the customer journey.

Key Responsibilities

• Passionate about financial sales and delivering trusted financial advice
• Provide a full range of customized financial solutions using a financial planning approach
• Understand customers’ financial goals, analyze their needs, and recommend appropriate strategies
• Focus on complex solutions and comprehensive financial planning
• Be results-driven and highly engaged
• Collaborate effectively with peers, customers, and partners
• Build and maintain strong relationships, ensuring a great client experience and long-term growth

Required Skills

• Minimum two years of experience selling investment and credit products
• Demonstrated sales management skills and ability to market Scotiabank
• Ability to build strong client relationships
• Licensed to sell mutual funds and working towards the CIFP Diploma in Financial Planning or equivalent

What’s in it for you?

• Competitive compensation and benefits package
• Opportunity to make a lasting impact on customers
• Work in a community-focused organization
• Manage an assigned book of mid to high affluent clients
• Deliver complex solutions and comprehensive financial planning
• Clear criteria for career progression

The successful candidate must be able to communicate in both English and French to serve English-speaking clients.

Location: Montreal, Quebec, Canada

Scotiabank is a leading bank in the Americas, committed to helping customers achieve success through a broad range of financial services. We value diversity and are committed to an inclusive environment. Accommodations during the recruitment process are available upon request.

Additional Details

• Seniority level: Associate
• Employment type: Full-time
• Job function: Finance and Sales
• Industry: Banking

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