Senior Financial Services Specialist

2 weeks ago


MontréalOuest, Quebec, Canada Scotiabank Full time

As a Senior Financial Services Specialist at Scotiabank, you will be responsible for providing exceptional service to customers in Canada. Your focus will be on delivering customized financial solutions and trusted advice to help them achieve their goals.

About the Role
  • You will work with customers to understand their financial needs and preferences, analyzing their situations to recommend the best strategies and solutions.
  • Your expertise will include financial sales, trusted advice, and comprehensive financial planning to meet the complex needs of mid-to-high affluent customers.
  • You will be required to communicate effectively in English and French due to serving an English-speaking clientele.

What's in it for you?

  • A competitive compensation package, including a base salary estimated to be around CAD 70,000 - CAD 100,000 per year, depending on experience.
  • The opportunity to make a lasting impact on customers and grow long-standing relationships.
  • An organization committed to making a difference in our communities.

To succeed in this role, you should have:

  • A minimum of two years of related experience selling investment and credit products.
  • Demonstrated sales management experience and the ability to market Scotiabank's services.
  • The ability to build strong relationships focused on providing a great client experience.
  • A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning or its equivalent.

Pursuant to Scotiabank's language needs assessment, fluency in both English and French is required.



  • Montréal-Ouest, Quebec, Canada Scotiabank Full time

    About the RoleAs a Senior Investment & Personal Banking Specialist at Scotiabank, you will be part of a leading bank in the Americas. Your primary focus is to provide exceptional service throughout the customer's journey.Key Responsibilities:Deliver trusted financial advice and customized solutions to customersAnalyze customers' financial goals and...


  • Montréal-Ouest, Quebec, Canada Vertex Full time

    Accounting Support Role at VertexWe are seeking a highly skilled and organized Accounting Technician to join our team at Vertex. This is a unique opportunity to work in a dynamic and growing company in the region.As an Accounting Technician, you will be responsible for managing accounting files, processing payroll, and overseeing government payments,...


  • Montréal-Est, Quebec, Canada American Iron & Metal Full time

    Unlock Your Potential in a Dynamic EnvironmentAmerican Iron & Metal is a global leader in the metal recycling industry, with a rich history of innovation and growth. As a Senior Financial Reporting Specialist, you will play a crucial role in shaping our financial future.About the RoleThis exciting opportunity involves preparing consolidated results,...


  • Montréal-Ouest, Quebec, Canada Scotiabank Full time

    **Job Title:** Senior Investment ExpertScotiabank is a leading bank in the Americas, guided by our purpose: 'for every future'. We help our customers achieve success through a broad range of advice, products and services.Our team is looking for a Senior Investment Expert to provide exceptional service throughout the customer's journey. You will be...


  • Montréal-Ouest, Quebec, Canada 3M Consultancy Full time

    3M Consultancy is a dynamic and innovative technical environment with passionate, multidisciplinary teams. We are seeking a Senior Rail Infrastructure Engineer to contribute to various key areas of our projects.About the RoleThis role offers a unique opportunity to leverage your engineering expertise in designing rail infrastructure, managing requirements,...


  • Montréal-Ouest, Quebec, Canada Scotiabank Full time

    Company OverviewScotiabank is a leading bank in the Americas, guided by its purpose: "for every future". The bank helps customers, their families, and communities achieve success through various advice, products, and services.SalaryThe estimated annual salary for this position is between $60,000 to $100,000, depending on experience.Job DescriptionAs a Senior...


  • Montréal-Ouest, Quebec, Canada Scotiabank Full time

    Unlock Your Potential as a Home Financing SpecialistAbout the Role:We are seeking an experienced and results-driven Home Financing Specialist to join our team at Scotiabank. As a key member of our sales team, you will have the opportunity to leverage your expertise in banking, relationship building, trust development, and client experience to drive mortgage...


  • Montréal-Ouest, Quebec, Canada Scotiabank Full time

    Poste de Planificateur (trice) financierNuméro de la demande : 209332À propos du posteNous recherchons un Planificateur (trice) financier motivé et expérimenté pour rejoindre notre équipe de gestion de patrimoine. En tant que Planificateur (trice) financier, vous serez chargé(e) de développer et d'approfondir les relations avec nos clients en leur...


  • Montréal-Ouest, Quebec, Canada Scotiabank Full time

    Job SummaryWe are seeking a Senior Wealth Strategist to join our team in Montreal West. As a key member of our team, you will play a critical role in developing and deepening client relationships by providing high-quality advice and service.


  • Montréal-Ouest, Quebec, Canada Scotiabank Full time

    Pour le poste de Conseiller principal, gestion des avoirs, nous recherchons un individu motivé qui souhaite rejoindre l'équipe de Scotiabank dans la province de Québec.Ce rôle est idéal pour les personnes expérimentées qui cherchent à acquérir de nouvelles compétences et à contribuer à la croissance d'une équipe axée sur la...


  • Montréal-Ouest, Quebec, Canada Scotiabank Full time

    L'objectif principal de ce poste est de développer et d'approfondir les relations avec les clients en fournissant des conseils et des services de haute qualité dans le marché de la gestion de patrimoine.Compétences requisesExpérience en planification financière et en vente de placementsTitre de Planificateur financier personnel, IQPF au...

  • Mortgage Specialist

    4 weeks ago


    Montréal-Ouest, Quebec, Canada Scotiabank Full time

    Job Purpose:We are seeking an experienced Home Financing Advisor to leverage their banking expertise, influencing, trust development, and client experience skills to build strong relationships, provide expert mortgage advice, and drive mortgage sales.Key Responsibilities:Build lasting relationships with clients, referral partners, and community stakeholders...


  • Montréal-Est, Quebec, Canada Scotiabank Full time

    Scotiabank is seeking an experienced Senior Credit Solutions Manager to join our team in a key role that contributes to the overall success of Canadian Business Banking.Estimated salary range for this position is $120,000 - $180,000 per year.Job DescriptionCompany OverviewAt Scotiabank, we are committed to building a better future for our customers and...


  • Montréal-Ouest, Quebec, Canada John Brooks Company Full time

    At John Brooks Company, we're looking for a skilled Pump Solutions Specialist to join our team. As an Industrial Sales Professional, you'll play a crucial role in driving sales growth and delivering exceptional customer service.About the Role:As a Territory Sales Representative, you will be responsible for developing and maintaining strong relationships with...


  • Montréal-Est, Quebec, Canada Beco Industries Ltd. Full time

    Beco Industries Ltd., a renowned leader in designing and developing baby accessories and garments, is seeking an experienced Senior Apparel Development Specialist to join its design team. With over 75 years of expertise, the company remains committed to delivering high-quality products that meet the highest standards of fit, aesthetic, and quality.The ideal...


  • Montréal-Est, Quebec, Canada American Iron & Metal Full time

    Company OverviewAmerican Iron & Metal is a leading global company in the metal recycling industry, operating over 125 sites and employing over 4000 people worldwide. With a rich history spanning eight decades, we have maintained our success through the dedication of our employees and the trust of our customers.What We OfferCompetitive salary range: $70,000 -...


  • Montréal-Est, Quebec, Canada American Iron and Metal Full time

    About the RoleWe are seeking a highly skilled Senior Occupational Health and Safety Specialist to join our team at American Iron & Metal. As a key member of our health and safety department, you will play a vital role in maintaining a safe and healthy work environment for our employees.Job SummaryThe successful candidate will be responsible for planning,...


  • Montréal-Ouest, Quebec, Canada Banque Scotia Full time

    Numéro de la demande: Confidentiel Rejoignez une équipe de professionnels qui partagent votre passion pour les affaires et les entreprises en croissance. Nous sommes à la recherche d'un conseiller en affaires expérimenté pour rejoindre notre équipe de conseillers financiers. À propos du rôle Ce que vous ferez Vous serez chargé de gérer...


  • Montréal-Ouest, Quebec, Canada Scotiabank Full time

    Développez votre carrière avec nousPour un Spécialiste en Financement Immobilier de Niveau Supérieur, nous recherchons une personne motivée et passionnée par le secteur des prêts hypothécaires. Vous serez responsable de bâtir des relations durables avec les clients, les partenaires de mise en contact et les parties prenantes pour obtenir des...


  • Montréal-Ouest, Quebec, Canada Scotiabank Full time

    Rôle et ResponsabilitésNous recherchons un Spécialiste en Prêts Hypothécaires dynamique et axé sur les résultats pour rejoindre notre équipe de spécialistes des services bancaires. Vous serez responsable de construire des relations solides avec nos clients, de fournir des conseils personnalisés en matière de prêts hypothécaires et d'instaurer la...