At a Glance
- Tasks: Educate customers, deliver exceptional service, and develop financial plans.
- Company: Join Scotiabank, a leader in customer-centric banking.
- Benefits: Competitive salary, growth opportunities, and a supportive team environment.
- Other info: Dynamic role with opportunities for professional development and career advancement.
- Why this job: Make a real difference in clients' financial journeys while building lasting relationships.
- Qualifications: Sales experience, strong relationship-building skills, and bilingual in French and English.
The predicted salary is between 49500 - 60500 $ per year.
Scotiabank seeks a customer-centric banking specialist for Montreal, focused on financial sales, expert advice, and lasting client relationships.
As an Investment and Personal Banking Specialist, you serve customers across the Canadian Banking Branch network.
You deliver exceptional service, explain relevant insights, and develop financial plans through designated tools.
Success requires a results-driven mindset, collaborative communication, and commitment to growing existing customer relationships.
Key Responsibilities
- Educate customers through relevant insights and expert advice
- Deliver exceptional service throughout the customer journey
- Develop financial plans with selected advice resources
- Grow long-standing relationships with existing customers
- Maintain a collaborative approach with banking partners
Requirements
- Experience managing sales and marketing Scotiabank
- Strong relationship-building and client experience abilities
- Licensed to sell mutual funds
- Working toward CIFP Diploma or recognized equivalent
- French and English knowledge for regular interactions
Bring customer-centric service, financial sales, and planning capabilities to Scotiabank's Investment and Personal Banking Specialist position in Montreal.
Personal Banking Advisor in Montréal employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
