Senior Wealth & Personal Banking Advisor

Scotiabank; Montreal; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading banking institution in Montreal is looking for a Senior Investment & Personal Banking Specialist. This role focuses on delivering exceptional financial sales and advice to customers. Candidates should have a minimum of two years selling experience, the ability to build strong relationships, and a license to sell mutual funds. This position offers a competitive compensation package and a chance to make a significant impact in clients' lives.

Benefits

Competitive compensation

Impact on customer's financial success

Career progression opportunities

Qualifications

• Minimum two years of experience selling investment and credit products.
• Demonstrated ability to market Scotiabank effectively.
• Ability to interact and collaborate in both French and English.

Responsibilities

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

Skills

Sales management experience

Building strong relationships

Financial sales skills

Understanding financial goals

Education

License to sell mutual funds

CIFP Diploma in Financial Planning (or equivalent)

Job description

A leading banking institution in Montreal is looking for a Senior Investment & Personal Banking Specialist. This role focuses on delivering exceptional financial sales and advice to customers. Candidates should have a minimum of two years selling experience, the ability to build strong relationships, and a license to sell mutual funds. This position offers a competitive compensation package and a chance to make a significant impact in clients' lives.