Investment & Personal Banking Specialist - Sherbrooke & Harvard, Montreal, QC

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

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.