Senior Investment & Personal Banking Specialist-saint Laurent Et Prince Arthur, QC

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

Job summary

Join a purpose-driven organization as a Senior Investment & Personal Banking Specialist, where you will provide exceptional service and financial solutions to clients. This role emphasizes building strong relationships, understanding customer needs, and delivering trusted financial advice. You will be part of a collaborative team focused on achieving results and making a lasting impact on customers' financial journeys. With a competitive compensation package and clear career progression, this opportunity is perfect for those passionate about financial sales and client experience.

Benefits

Competitive compensation package

Comprehensive benefits

Community impact opportunities

Career progression criteria

Qualifications

• Minimum two years of experience in financial sales and investment products.
• Ability to build strong client relationships and deliver trusted financial advice.

Responsibilities

• Provide customized financial solutions and comprehensive financial planning.
• Analyze customer needs and recommend appropriate financial strategies.

Skills

Financial Sales

Customer Relationship Management

Investment Products Knowledge

Credit Products Knowledge

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. You will be a key member of the Canadian Banking Branch network, focusing on providing exceptional service throughout the customer’s journey.

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. Collaborating effectively with peers, customers, and partners.
7. Building relationships to provide a great client experience and grow long-standing relationships with existing customers.

Qualifications:

1. Minimum two years of related experience selling investment and credit products.
2. Demonstrated sales management experience and ability to market Scotiabank.
3. Ability to build strong relationships focused on client experience and relationship growth.
4. License to sell mutual funds and working towards the CIFP Diploma in Financial Planning or equivalent.

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 impact.
4. Manage an assigned book of mid to high affluent customers.
5. Provide complex solutions and comprehensive financial planning.
6. Clear criteria for career progression.

Location

Canada: Quebec: Montreal

About Scotiabank

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future." We help our customers, their families, and communities achieve success through a broad range of advice, products, and services, including personal and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets.

We value the unique skills and experiences each individual brings and are committed to creating an inclusive and accessible environment. If you require accommodations during the recruitment process, please inform our Recruitment team. Technical assistance is available if needed. Candidates must apply online to be considered. We appreciate all applicants; only those selected for an interview will be contacted.