Investment & Personal Banking Specialist - Queen

5 days ago

Montréal, Canada Scotiabank Full time

Requisition ID: 154188

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

As an Investment & Personal Banking Specialist 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
- Educate customers, providing relevant insights and expert advice
- Create financial plans, leveraging relevant financial planning tool modules and select advice based tools and resources
- Understand the importance of being results-driven
- Be highly engaged
- 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**:

- 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
- Ability to make a lasting impact on customers
- An inclusive culture where we value and recognize our employees’ contributions
- An organization committed to making a difference in our communities - for you and your customers
- You will have an assigned book of mid-affluent customers and the ability to build on this book with growth potential customers
- You’ll receive clear transparent criteria to progress in your career

Location(s): Canada : Quebec : Montreal || Canada : Quebec : Montreal-ouest

**How do I apply?**

**Please complete the survey within 24 hours of receiving the invitation.**

The purpose of the survey is to help provide insights about the work you enjoy. There are no right or wrong answers, and nobody will ever see your specific responses to any questions. Upon completion of the survey, you will see a summary report of your top five traits. We hope you find the information useful for your own personal development and growth.

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their 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.

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