Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs 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 customersProvide a full range of customized financial solutions using a financial planning approachUnderstanding customers' financial goals and preferences, analyzing their needs and recommending the appropriate strategies and solutions to help them achieve their goalsFocus on complex solutions and comprehensive financial planningBe results-drivenBe highly engagedDemonstrate a collaborative approach when dealing with peers, customers, and partnersBuild relationships, focusing on providing a great client experience and growing long-standing relationships with existing customersDo 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 productsDemonstrated sales management experience and the ability to market ScotiabankThe ability to build strong relationships focused on providing a great client experience and growing relationships with existing customersA 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 BankingAbility to make a lasting impact on customersAn organization committed to making a difference in our communities – for you and your customersAn assigned book of mid to high affluent customersAbility to provide complex solutions and comprehensive financial planningYou'll receive transparent transparent criteria to progress in your careerIn 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 : MontrealScotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and our communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.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.

📌 Senior Investment & Personal Banking Specialist-Royalmount, Qc (Montreal)
🏢 Scotiabank
📍 Montreal