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

About The Role 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.

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

Educate customers, providing relevant insights and expert advice

Create financial plans, leveraging relevant financial planning tool modules and select advice based tools and resources

Understand the importance of being results-driven

Be highly engaged

Demonstrate a collaborative approach when dealing with peers, customers, and partners

Build relationships, focusing on providing a excellent client experience and growing long-standing relationships with existing customers

Skills Do you have the skills that will enable you to succeed in this role? – We'd love to work with you if you have:





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

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 In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

Location(s): Canada : Quebec : Pointe-claire

📌 Investment & Personal Banking Specialist - Pointe-Claire, QC (Winnipeg)
🏢 Scotiabank
📍 Winnipeg