Strategic Financial Services Professional

4 weeks ago


Montreal, Quebec, Canada Scotiabank Full time

At Scotiabank, we're committed to making a lasting impact on our customers' lives. As an Investment & Personal Banking Specialist at our Rene Levesque Branch in Montreal, you'll have the opportunity to do just that.

About the Role

This is a customer-centric role that requires you to be able to connect with people in a relatable way. You'll focus on providing exceptional service throughout the customer's journey and work as an essential member of the Canadian Banking Branch network.

Your Key Responsibilities:

  • You will be passionate about financial sales and delivering trusted financial advice to customers.
  • You'll educate customers, providing relevant insights and expert advice to help them achieve their financial goals.
  • You'll create financial plans, leveraging relevant financial planning tool modules and select advice-based tools and resources.
  • You must understand the importance of being results-driven and highly engaged.
  • You'll demonstrate a collaborative approach when dealing with peers, customers, and partners.
  • You'll build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers.

Your Qualifications:

  • You should have sales management experience and the ability to market Scotiabank effectively.
  • You'll need 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) is required.

What's in it for You?

  • A competitive compensation package, including an estimated salary range of CAD $60,000 - CAD $80,000 per year, based on your location and level of experience.
  • The opportunity to make a lasting impact on your customers' lives.
  • An inclusive culture where you'll be valued and recognized for your contributions.
  • Access to career progression opportunities and clear, transparent criteria for advancement.

Location: 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 their communities achieve success through a broad range of advice, products, and services.



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