Toronto Employment Platform

Senior Investment & Personal Banking Specialist – St-Jacques, Montreal, QC

Requisition ID: 102442

Join the Global Community of Scotiabankers to help customers become better off.


About the role
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.

Is this role right for you? In this role, you will:

Be passionate about financial sales as well as delivering trusted financial advice to customers 
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
Be results-driven
Be highly engaged 
Demonstrate a collaborative approach when dealing with peers, customers, and partners
Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers
Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

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)
What’s in it for you?

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

Location(s): Canada : Quebec : Montreal  How do I apply?

As part of the application process for a Financial Advisor, Senior Financial Advisor, Small Business Advisor and/or Investment & Retirement Planning role within Retail Distribution with Scotiabank, we have partnered with Career Spark, a technology and behavioral science based online assessment company. After submitting your Scotiabank application, you will receive an invitation from our Recruitment Team to complete a 12-15-minute Career Spark survey.  Kindly note the survey will be emailed to applicants and you may not receive the Career Spark survey invite immediately. ** Please complete the survey within 24 hours of receiving the invitation. ** 

The purpose of the survey is to help provide insights about the work you enjoy. There are no right or wrong answers, and nobody will ever see your specific responses to any questions. Upon completion of the survey, you will see a summary report of your top five traits.  We hope you find the information useful for your own personal development and growth.

As Canada’s International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries. Our employees are committed to a superior customer experience and use the Bank’s six guiding sales practice principles to ensure they act with honesty and integrity.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Only candidates can apply for this job.
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