Investment & Personal Banking Specialist - Scotiabank

About the role

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture at Scotiabank. As an Investment & Personal Banking Specialist, you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service throughout the customer's journey.

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

What you'll do

Is this role right for you? In this role, you will undertake several core responsibilities:

• Be passionate about financial sales as well as delivering trusted financial advice to customers
• Educate customers, providing relevant insights and expert advice
• Create financial plans, leveraging relevant financial planning tool modules and select advice based tools and resources
• Understand the importance of being results-driven
• Be highly engaged
• Demonstrate a collaborative approach when dealing with peers, customers, and partners
• Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers

Skills and experience

Do you have the skills that will enable you to succeed in this banking role? Scotiabank looks for the following qualifications:

• Sales management experience and the ability to market Scotiabank
• The ability 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)

The team

What's in it for you when you explore these Scotiabank jobs? You can expect:

• A competitive compensation and benefits package
• Ability to make a lasting impact on customers
• An inclusive culture where we value and recognize our employees' contributions
• An organization committed to making a difference in our communities - for you and your customers
• An assigned book of mid-affluent customers and the ability to build on this book with growth potential customers
• Clear transparent criteria to progress in your career