Senior Investment & Personal Banking Specialist Trainee- St. Jacques Ouest, Quebec

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

Job summary

A leading financial institution in Montreal seeks a Senior Investment & Personal Banking Specialist Trainee to deliver exceptional service and customized financial solutions. Candidates should have a minimum of two years' experience selling financial products and a passion for building strong client relationships. This role offers a competitive compensation package and opportunities for career progression.

Benefits

Competitive compensation package

Opportunity for career progression

Commitment to community impact

Qualifications

• Minimum two years of experience selling investment and credit products.
• Ability to market Scotiabank services.
• Strong relationship-building abilities.

Responsibilities

• Provide exceptional service throughout the customer’s journey.
• Offer a full range of customized financial solutions.
• Analyze customers’ financial goals and recommend appropriate strategies.

Skills

Financial sales

Customer relationship building

Sales management

Financial planning

Education

License to sell mutual funds

CIFP Diploma in Financial Planning

Job description

Select how often (in days) to receive an alert:

Title: Senior Investment & Personal Banking Specialist Trainee- St. Jacques Ouest, Quebec

Requisition ID: 242537

Roynat Capital, a wholly owned subsidiary of Scotiabank, is a national lender and investor with expertise in providing innovative long-term capital solutions for mid-sized companies utilizing senior term, subordinated debt, as well as mezzanine capital and common share equity. We provide tailored solutions to clients for acquisitions, business expansions, wealth monetization, and working capital enhancement. With a national presence in Canada in major markets, Roynat assists growth-oriented companies in reaching their goals across a wide range of industries.

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 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

« In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere. »

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. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.