Senior Investment & Personal Banking Specialist - Westmount (victoria), QC

Scotiabank; Montreal; On-site; CAD 45,000 - 80,000; Full time

Job summary

An established industry player seeks a Senior Investment & Personal Banking Specialist to join their dynamic team. In this role, you'll provide exceptional service and financial advice to clients, focusing on their unique financial goals. Your expertise in investment and credit products will help you build strong, lasting relationships with affluent customers. This position offers a competitive compensation package and the opportunity to make a significant impact in the community. If you're passionate about financial sales and dedicated to client success, this is the perfect role for you.

Benefits

Competitive compensation and benefits package

Career progression opportunities

Impact on community

Assigned book of affluent customers

Qualifications

• Minimum of two years of experience in financial sales and investment products.
• License to sell mutual funds is required.

Responsibilities

• Deliver trusted financial advice and customized financial solutions.
• Build relationships to enhance client experience and retention.

Skills

Financial Sales

Customer Relationship Management

Investment Products Knowledge

Credit Products Knowledge

Financial Planning

Education

CIFP Diploma in Financial Planning

Bank recognized 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 will be 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.

Key responsibilities include:

1. Being passionate about financial sales and delivering trusted financial advice to customers.
2. Providing a full range of customized financial solutions using a financial planning approach.
3. Understanding customers’ financial goals and preferences, 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. Demonstrating a collaborative approach with peers, customers, and partners.
7. Building relationships to provide a great client experience and grow long-standing relationships with existing customers.

Required skills and qualifications:

1. A minimum of two years of related experience selling investment and credit products.
2. Demonstrated sales management experience and the ability to market Scotiabank.
3. The ability to build strong relationships focused on providing a great client experience and growing relationships.
4. 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?

1. A competitive compensation and benefits package tailored for Retail Banking.
2. Opportunity to make a lasting impact on customers.
3. An organization committed to making a difference in communities.
4. An assigned book of mid to high affluent customers.
5. Opportunity to 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.

Inclusivity and Accessibility

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.

Candidates must apply online to be considered. We thank all applicants; only those selected for an interview will be contacted.