Investment & Personal Banking Specialist - Saint-Romuald, QC

Scotiabank•Lévis, 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. 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. You will 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 and highly engaged. You will 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. You will have an assigned book of mid-affluent customers and the ability to build on this book with growth potential 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).

Responsibilities

Provide exceptional service throughout the customer’s journey.
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.
Build on an assigned book of mid-affluent customers with growth potential customers.