Investment & Personal Banking Specialist - Scotiabank, Montreal

About this opportunity

Join a purpose-driven, winning team at Scotiabank, committed to results within an inclusive and high-performing culture. As an Investment & Personal Banking Specialist, you will be customer-centric and able to connect with people in a relatable way. This is an essential role within the Canadian Banking Branch network, where your primary focus will be providing exceptional service throughout the customer’s financial journey. This is a fantastic opportunity for those seeking Scotiabank careers focused on building lasting customer relationships.

What you'll do

In this dynamic role, you will be passionate about financial sales and dedicated to delivering trusted financial advice to customers. Your responsibilities will include:

• Educating customers, providing relevant insights and expert advice on banking and investment solutions.
• Creating comprehensive financial plans, leveraging relevant financial planning tool modules and select advice-based tools and resources.
• Understanding the importance of being results-driven in a competitive financial environment.
• Maintaining a high level of engagement with both clients and team members.
• Demonstrating a collaborative approach when dealing with peers, customers, and partners.
• Building strong relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers.

What you'll bring

We are looking for individuals with the following skills and qualifications to succeed in this Investment & Personal Banking Specialist role:

• Sales management experience and the ability to effectively market Scotiabank's products and services.
• 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 actively working towards the CIFP Diploma in Financial Planning (or a Bank recognized equivalent).
• 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.

The team and your career

Joining Scotiabank means becoming part of an inclusive culture where your contributions are valued and recognized. You will have the ability to make a lasting impact on customers and contribute to an organization committed to making a difference in our communities. We offer a clear path for career progression and support your professional development.

• Access to a competitive compensation and benefits package.
• The ability to make a lasting impact on customers by providing sound financial advice.
• 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.
• You will have an assigned book of mid-affluent customers and the ability to build on this book with growth potential customers.
• You’ll receive clear, transparent criteria to progress in your career within Scotiabank.