Senior Investment & Personal Banking Specialist Trainee-St. Jacques Branch

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

Job summary

An established industry player is seeking a Senior Investment & Personal Banking Specialist Trainee to join their team. This role focuses on providing exceptional customer service and tailored financial solutions to clients. As part of the Canadian Banking Branch network, you will engage with clients, understand their financial goals, and recommend strategies that align with their needs. The position offers a competitive compensation package and the chance to make a meaningful impact on customers' financial journeys. If you are passionate about financial sales and relationship building, this opportunity is perfect for you.

Benefits

Competitive compensation and benefits

Career progression opportunities

Community involvement initiatives

Qualifications

• 2+ years of experience in selling investment and credit products.
• License to sell mutual funds required.

Responsibilities

• Provide customized financial solutions and trusted financial advice.
• Build and maintain long-term relationships with clients.

Skills

Financial Sales

Relationship Building

Sales Management

Financial Planning

Education

CIFP Diploma in Financial Planning

Job description

Senior Investment & Personal Banking Specialist Trainee - St. Jacques Branch

Join to apply for the Senior Investment & Personal Banking Specialist Trainee - St. Jacques Branch role at Scotiabank.

About the Role

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

Key Responsibilities:

• Passionate about financial sales and delivering trusted financial advice
• Provide customized financial solutions using a financial planning approach
• Understand customers’ financial goals, analyze 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 long-term relationships with clients

Required Skills and Qualifications:

• At least two years of experience selling investment and credit products
• Demonstrated sales management experience and ability to market Scotiabank
• Strong relationship-building skills focused on client experience
• License to sell mutual funds and working towards the CIFP Diploma in Financial Planning or equivalent

What We Offer:

• Competitive compensation and benefits package
• Opportunity to make a lasting impact on customers
• Involvement in community initiatives
• Management of a book of mid to high affluent clients
• Clear career progression criteria

Location:

St. Jacques Branch, Montreal, Quebec, Canada

Additional Information:

Scotiabank values diversity and inclusivity. If you require accommodations during the recruitment process, please inform our Recruitment team. Candidates must apply online. Only shortlisted candidates will be contacted.