Senior Investment & Personal Banking Specialist Trainee

Scotiabank; Montreal; On-site; CAD 55,000 - 75,000; Full time

Job summary

Scotiabank in Montreal is seeking a Senior Investment & Personal Banking Specialist Trainee who focuses on delivering tailored financial advice and services to a diverse client base. You will help clients plan and implement strategies across investments, credit products, and wealth solutions.

The role emphasizes building lasting relationships, exceptional service, and a collaborative approach with branches and partners.

Qualifications

• Minimum two years of related experience selling investment and credit products.
• License to sell mutual funds and working towards CIFP Diploma.
• Ability to build strong client relationships and deliver customized financial solutions.

Responsibilities

• Provide a full range of customized financial solutions using a financial planning approach.
• Understand customers' financial goals and recommend strategies to help them achieve those goals.
• Focus on complex solutions and comprehensive financial planning.
• Be results-driven and collaborate with peers, customers, and partners.
• Build relationships and grow long-standing relationships with existing customers.

Skills

Sales experience

Relationship management

Financial planning

Team collaboration

Education

Mutual funds license

CIFP Diploma in Financial Planning (or Bank recognized equivalent)

Job description

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Title: Senior Investment & Personal Banking Specialist Trainee

Requisition ID: 277583

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 Trainee, 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
• 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 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

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. 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.