Financial Services Expert

4 weeks ago


Montreal, Quebec, Canada Scotiabank Full time

Scotiabank is a leading bank in the Americas, guiding our customers towards success through a broad range of advice, products and services.

We are seeking a highly motivated Financial Services Expert to join our team. As a Senior Investment & Personal Banking Specialist, you will be responsible for providing exceptional service throughout the customer's journey.

About the Role:
  1. You will be passionate about financial sales and delivering trusted financial advice to customers, focusing on complex solutions and comprehensive financial planning.
  2. Our ideal candidate will have a minimum of two years of related experience selling investment and credit products, with demonstrated sales management experience and the ability to market Scotiabank.
  3. The successful candidate will have the ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers.
  4. A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent) is required.

In return for your expertise, you can expect a competitive compensation and benefits package customized for Retail Banking, including a salary estimated to be around $85,000 - $120,000 per year, depending on experience. You will also have the opportunity to make a lasting impact on customers and contribute to an organization committed to making a difference in our communities.



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