Senior Investment & Personal Banking Specialist-sherbrooke & Harvard, QC

Scotiabank; Montreal; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading bank in the Americas is seeking a Senior Investment & Personal Banking Specialist in Montreal. This role requires a passion for financial sales and the ability to provide personalized financial advice while focusing on building strong customer relationships. The ideal candidate should have a minimum of two years of experience in selling investment and credit products, and be bilingual in English and French.

Benefits

Competitive compensation and benefits package

Opportunity to make a lasting impact on customers

Career progression transparency

Qualifications

• Minimum two years of related experience selling investment and credit products.
• Demonstrated sales management experience and market knowledge.
• Ability to communicate in English and French.

Responsibilities

• Provide exceptional customer service throughout the journey.
• Analyze customer needs and recommend appropriate financial strategies.
• Focus on complex financial solutions and planning.

Skills

Financial sales passion

Customer relationship building

Results-driven approach

Collaborative mindset

Education

License to sell mutual funds

CIFP Diploma in Financial Planning or equivalent

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:

-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
-Understanding customers’ financial goals and preferences, analyzing their needs and recommending the appropriate strategies and solutions to help them achieve their goals
-Focus on complex solutions and comprehensive financial planning
-Be results-driven
-Be highly engaged
-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 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. If you require technical assistance, please click here. Candidates must 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.