Expert Financial Services Representative

2 weeks ago


Montreal, Quebec, Canada Scotiabank Full time
About Scotiabank

We're a leading bank in Canada, committed to making a positive impact in our communities.

Compensation Package

A competitive compensation package that includes a base salary of $ 85,000 per year, plus performance-based bonuses and benefits.

About the Role

This is an exciting opportunity to join our team as an Investment & Personal Banking Specialist in Montreal, QC. As a key member of our Canadian Banking Branch network, you'll provide exceptional service to customers throughout their financial journey.

Main Responsibilities:

  1. Sales and Advice: Be passionate about delivering trusted financial advice to customers and educating them on relevant financial insights.
  2. Financial Planning: Create personalized financial plans for customers, leveraging our financial planning tool modules and expert advice resources.
  3. Relationship Building: Build strong relationships with customers, focusing on providing a great client experience and growing long-standing relationships.

Requirements and Qualifications:

  1. Sales Management Experience: Have sales management experience and be able to effectively market Scotiabank's products and services.
  2. Licenses and Certifications: Hold a license to sell mutual funds and be working towards the CIFP Diploma in Financial Planning (or equivalent).

Benefits and Opportunities:

  1. Inclusive Culture: Join a culture that values and recognizes employee contributions, offering opportunities for growth and development.
  2. Customer Impact: Make a lasting impact on customers' lives by providing tailored financial solutions and exceptional service.

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