Personal Banking Specialist - Scotiabank, Montreal

AI Summary

Scotiabank is seeking a Personal Banking Specialist, internally known as a Financial Advisor, Investment and Retirement Planning, in Montreal, Quebec. This role focuses on managing an assigned portfolio of clients, deepening investment and primary banking relationships, and achieving sales goals. Key duties involve conducting in-depth financial planning reviews, offering trusted investment and retirement planning advice, and leveraging technology to enhance client interactions. Top requirements include experience in financial planning and investment sales, an IPF (IQPF) designation or equivalent, Mutual Funds Representative certification, and bilingualism in French and English.

About the Role: Investment & Retirement Planning

As a Personal Banking Specialist at Scotiabank, you will be an integral member of the branch sales team, dedicated to contributing to the overall success by meeting or exceeding negotiated deposit and investment sales goals. Your primary responsibility is to establish and deepen robust investment and primary banking relationships with both existing assigned clients and new clients referred by branch partners. This role is crucial for promoting the development and sustainable growth of proprietary investment business within your assigned market area. You will conduct comprehensive reviews for assigned clients, encompassing critical areas such as retirement planning, wealth accumulation, and estate planning, utilising advanced financial planning skills and tools to support our clients' financial goals. Demonstrating a natural curiosity, you will uncover and solve for client needs, delivering trusted financial advice regarding their investments and retirement planning. A self-motivated and goal-oriented mindset is essential for identifying our clients' needs and crafting personalised financial strategies and solutions. Fostering strong engagement, educating clients, offering insightful perspectives, and delivering expert advice are core to building and growing long-standing relationships with existing clients. You will also leverage advanced technology tools to enhance client interactions and streamline financial planning processes, focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth.

Skills, Qualifications, and Our Culture

To succeed in this dynamic Personal Banking Specialist role at Scotiabank, candidates should possess a strong background in financial planning and investment sales, which is highly preferred. Essential qualifications include the successful completion of the IPF (IQPF) designation or a bank-recognised equivalent, alongside certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or a bank-recognised equivalent. We are looking for individuals who thrive in a collaborative, results-driven team culture where contributions are recognised and rewarded. A comprehensive understanding of competitive offerings, market trends, economic conditions, and the regulatory environment is also vital. Bilingualism in French and English is a mandatory requirement for this position. The successful candidate must have sufficient knowledge of English, in addition to French, as the work involves regular interaction and collaboration with groups and individuals based in Toronto, as well as constant interaction with other people, including clients, who speak English, both locally and elsewhere. Scotiabank is committed to an inclusive and high-performing culture, offering a supportive work environment that promotes work-life balance and the ability to make a lasting impact on an assigned book of customers.