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Personal Banking Advisor

3 months ago

Montreal, Quebec, Canada Scotiabank Full time
Position: Personal Banking Advisor - Westmount, QC

Requisition ID: 204656

Become part of a purpose-driven team that is dedicated to achieving results within an inclusive and high-performing environment.

Role Overview

As a Personal Banking Advisor, you will be customer-focused and skilled at establishing connections with clients in a meaningful manner. As a vital component of the Canadian Banking Branch network, your primary objective is to deliver outstanding service throughout the customer experience.

Is this position suitable for you? In this role, you will:

  • Exhibit enthusiasm for financial sales while providing reliable financial guidance to clients
  • Inform clients by offering pertinent insights and expert recommendations
  • Develop financial strategies utilizing relevant planning tools and select advisory resources
  • Recognize the significance of being results-oriented
  • Show a collaborative spirit when interacting with colleagues, clients, and partners
  • Foster relationships, concentrating on delivering an exceptional client experience and nurturing long-term connections with existing clients

Do you possess the skills necessary for success in this role? – We would be eager to collaborate with you if you have:

  • Experience in sales management and the capability to promote Scotiabank effectively
  • The ability to cultivate strong relationships centered on providing an excellent client experience and enhancing relationships with current clients
  • A license to sell mutual funds and progress towards the CIFP Diploma in Financial Planning (or an equivalent recognized by the bank)

What benefits can you expect?

  • A competitive salary and benefits package
  • The opportunity to make a meaningful impact on clients
  • An inclusive culture that values and acknowledges employee contributions
  • A commitment to making a positive difference in our communities – for you and your clients
  • You will manage a designated portfolio of mid-affluent clients with potential for growth
  • Clear and transparent criteria for career advancement

Location(s): Canada : Quebec : Montreal

Scotiabank is a leading financial institution in the Americas. Guided by our mission: "for every future", we assist our clients, their families, and their communities in achieving success through a comprehensive range of advice, products, and services, including personal and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets.

At Scotiabank, we appreciate the unique skills and experiences each individual contributes to the organization and are dedicated to fostering an inclusive and accessible environment for all. If you require accommodations during the recruitment and selection process, please inform our Recruitment team. Candidates must apply directly online to be considered for this role. We appreciate all applicants for their interest in a career at Scotiabank; however, only those selected for an interview will be contacted.