Investment & Personal Banking Specialist - Griffintown, Montreal, Qc

Scotiabank • Montreal, QC

22h • Onsite

About The Position

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 this role, you will be passionate about financial sales as well as delivering trusted financial advice to customers. You will educate customers, providing relevant insights and expert advice, and create financial plans, leveraging relevant financial planning tool modules and select advice based tools and resources. You will understand the importance of being results-driven, be highly engaged, and demonstrate a collaborative approach when dealing with peers, customers, and partners. You will build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers.

Requirements

• 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.
• Working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent).

Nice To Haves

• Be passionate about financial sales.
• Understand the importance of being results-driven.
• Be highly engaged.
• Demonstrate a collaborative approach when dealing with peers, customers, and partners.

Responsibilities

• Provide exceptional service throughout the customer’s journey.
• Deliver 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.
• Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers.
• Market Scotiabank.
• Build on an assigned book of mid-affluent customers with growth potential customers.

Benefits

• 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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed