Virtual Investment & Personal Banking Specialist

Scotiabank; Montreal; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Growth opportunities

Recognition program

Transparent progression

Job summary

Scotiabank in Montreal invites applications for the Virtual Investment & Personal Banking Specialist. In this role, you will guide clients virtually through their financial journeys, offering expert advice and tailored plans to help them meet goals.

You will work as part of the Canadian Banking Branch network to deliver exceptional service across the client journey. The successful candidate will hold a Mutual Funds license and work toward the CIFP Diploma, be fluent in French and English, and

Qualifications

• Mutual funds license required or in progress.
• CIFP Diploma in progress preferred.
• Fluent in French and English.
• Strong understanding of retail banking products.

Responsibilities

• Guide clients virtually to develop personalized financial plans.
• Identify opportunities to optimize clients' financial well-being.
• Educate clients with relevant insights and expert advice.
• Build comprehensive plans using a holistic approach.
• Nurture long-standing client relationships.
• Contribute to achieving sales goals with high-quality service.

Skills

Client relationships

Sales targets

Mutual funds

Retail banking

Bilingual FR/EN

Education

Mutual Funds license

CIFP Diploma (in progress)

Job description

Title: Virtual Investment & Personal Banking Specialist

Requisition ID: 243263
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

About the role

As Virtual Financial Advisor at Scotiabank we help employees build their futures where they can be themselves and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.

What you’ll be doing...

In this role, you will be working on‑site to virtually guide clients through their financial journeys, providing expert advice and creating tailored strategies to help them achieve their financial goals. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:

• Conducting virtual consultations with clients to develop personalized financial plans
• Proactively identify new opportunities for clients to optimize their financial well‑being
• Educating our customers by providing relevant insights and expert advice
• Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
• Nurturing strong, long‑standing client relationships
• Developing, retaining and growing the business by delivering against individual and team sales goals that support a positive customer experience

What you need to succeed...

• The appetite and drive to build strong customer relationships and deliver excellence customer service
• The proven ability to meet and exceed sales targets in a fast‑paced environment
• Mutual Funds license and working towards the CIFP Diploma
• In-depth understanding of retail banking products and services, including credit products, mortgages, and personal loans.
• Strong knowledge of mutual funds, including fund types, performance evaluation, risk assessment, and compliance with regulatory standards.
• Bilingualism (French and English) required

What we’re offering...

• The opportunity to join a forward-thinking organization where a collaborative team of innovative thinkers surrounds you.
• A competitive compensation and benefits package.
• An organization committed to making a difference in our communities– for you and our customers.
• Recognition and reward for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth
• You’ll receive clear, transparent criteria to progress in your career.

This position is based in person at our downtown Montreal office on Sherbrooke Street and requires flexibility to work rotating hours of operation: Monday to Friday from 10:00 a.m. to 8:00 p.m., and Saturday from 10:00 a.m. to 6:00 p.m.

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.

Location(s): Canada : Quebec : Montreal
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and our communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, 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. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.