Senior Investment & Personal Banking Specialist-saint-jean-sur-richelieu, QC

Scotiabank; Saint-Jean-sur-Richelieu; On-site; CAD 70,000 - 90,000; Full time

Job summary

Join a leading bank as a Senior Investment & Personal Banking Specialist in Saint-Jean-sur-Richelieu. You will connect with clients, provide tailored financial solutions, and play a key role in enhancing customer experiences. This position offers a competitive compensation package and opportunities for career progression, all within an inclusive culture.

Benefits

Competitive compensation and benefits package

Career progression opportunities

Community involvement

Qualifications

• Minimum of two years of experience selling investment and credit products.
• Demonstrated sales management experience and ability to market Scotiabank.

Responsibilities

• Provide a full range of customized financial solutions.
• Build relationships to provide excellent client experiences.

Skills

Sales Management

Relationship Building

Financial Planning

Education

CIFP Diploma in Financial Planning

Job description

Requisition ID: #

Join a purpose-driven, results-oriented team within an inclusive and 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 play an essential role in the Canadian Banking Branch network, focusing on providing exceptional service throughout the customer journey.

Key responsibilities include:

1. Being passionate about financial sales and delivering trusted financial advice.
2. Providing a full range of customized financial solutions using a financial planning approach.
3. Understanding customers’ financial goals, analyzing their needs, and recommending appropriate strategies and solutions.
4. Focusing on complex solutions and comprehensive financial planning.
5. Being results-driven and highly engaged.
6. Demonstrating a collaborative approach with peers, customers, and partners.
7. Building relationships to provide excellent client experiences and grow long-term relationships.

Qualifications

We are looking for candidates with:

1. A minimum of two years of experience selling investment and credit products.
2. Demonstrated sales management experience and ability to market Scotiabank.
3. Strong relationship-building skills focused on client experience and retention.
4. A license to sell mutual funds and progress towards the CIFP Diploma in Financial Planning or equivalent.

Benefits

What’s in it for you:

1. A competitive compensation and benefits package tailored for Retail Banking.
2. Opportunity to make a lasting impact on customers.
3. Be part of an organization committed to community involvement.
4. Manage an assigned book of mid to high affluent clients.
5. Provide complex solutions and comprehensive financial planning.
6. Clear criteria for career progression.
7. Bilingual communication skills in English and French are required, based on a language needs assessment.

Location

Canada: Quebec: Saint-Jean-sur-Richelieu

About Scotiabank

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future." We help our customers, families, and communities succeed through a wide range of services, including personal and commercial banking, wealth management, private banking, and more.

We value the unique skills each individual brings and are committed to an inclusive, accessible environment. If accommodations are needed during recruitment, please inform our Recruitment team. Only shortlisted candidates will be contacted. Candidates must apply online to be considered.