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Requisition ID: 264085

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

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




- Demonstrate a cooperative 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

📌 Senior Investment & Personal Banking Specialist-Chabanel Ouest, Montreal, Quebec
🏢 Scotiabank
📍 Montreal