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Personal Banking Expert

2 months ago

Québec, Quebec, Canada Scotiabank Full time
About the Role

As a Senior Investment Specialist at Scotiabank, you will be responsible for providing exceptional service to our customers, focusing on complex solutions and comprehensive financial planning. You will be passionate about financial sales and delivering trusted financial advice to customers, providing a full range of customized financial solutions using a financial planning approach.

Key Responsibilities
  • Be passionate about financial sales and delivering trusted financial advice to customers
  • Provide a full range of customized financial solutions using a financial planning approach
  • Understand customers' financial goals and preferences, analyzing their needs and recommending the appropriate strategies and solutions to help them achieve their goals
  • Focus on complex solutions and comprehensive financial planning
  • Be 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
Requirements
  • A minimum two years of related experience selling investment and credit products
  • Demonstrated 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 customized for Retail Banking
  • Ability to make a lasting impact on customers
  • An organization committed to making a difference in our communities – for you and your customers
  • An assigned book of mid to high affluent customers
  • Ability to provide complex solutions and comprehensive financial planning
  • You'll receive clear transparent criteria to progress in your career

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French because they will serve and English-speaking clientele.