Senior Wealth & Personal Banking Advisor

Scotiabank; Montreal (administrative region); On-site; CAD 60,000 - 80,000; Full time

Job summary

A prominent banking institution is seeking a Senior Investment & Personal Banking Specialist in Montreal. This role involves providing exceptional customer service and customized financial solutions while focusing on building strong relationships and achieving customers' financial goals. Ideal candidates will have experience in selling investment and credit products, a license to sell mutual funds, and a commitment to delivering the best client experience. Competitive compensation is offered with a strong career progression plan.

Benefits

Competitive compensation and benefits package

Ability to make a lasting impact on customers

Career progression opportunities

Qualifications

• Minimum two years of related experience selling investment and credit products.
• Demonstrated sales management experience.
• Ability to market the bank effectively.

Responsibilities

• Provide exceptional service throughout the customer’s journey.
• Deliver customized financial solutions using a financial planning approach.
• Focus on complex solutions and comprehensive financial planning.

Skills

Financial sales passion

Building strong relationships

Customer experience focus

Education

License to sell mutual funds

CIFP Diploma in Financial Planning or equivalent

Job description

A prominent banking institution is seeking a Senior Investment & Personal Banking Specialist in Montreal. This role involves providing exceptional customer service and customized financial solutions while focusing on building strong relationships and achieving customers' financial goals. Ideal candidates will have experience in selling investment and credit products, a license to sell mutual funds, and a commitment to delivering the best client experience. Competitive compensation is offered with a strong career progression plan.