Senior Investment & Personal Banking Specialist (Canada)

Scotiabank • Brossard, QC

8d • Onsite

About The Position

As a Senior 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 provide a full range of customized financial solutions using a financial planning approach, understanding customers’ financial goals and preferences, analyzing their needs and recommending the appropriate strategies and solutions to help them achieve their goals. The focus is on complex solutions and comprehensive financial planning. You will be results-driven, 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

• A minimum two years of related experience selling investment and credit products
• Demonstrated 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)
• Sufficient mastery of English, as the work involves regularly interacting and collaborating with groups and individuals based in Toronto, as well as constantly interacting with others, including clients, who express themselves in English, locally and elsewhere.

Responsibilities

• Provide a full range of customized financial solutions using a financial planning approach
• Understanding customers’ financial goals and preferences, analyzing their needs and recommending the appropriate strategies and solutions to help them achieve their goals
• Focus on complex solutions and comprehensive financial planning
• Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers

Benefits

• A competitive compensation and benefits package customized for Retail Banking
• Ability to make a lasting impact on customers
• An organization committed to making a difference in our communities – for you and your customers
• An assigned book of mid to high affluent customers
• Ability to provide complex solutions and comprehensive financial planning
• You’ll receive clear transparent criteria to progress in your career

What This Job Offers

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