Investment & Personal Banking Specialist - Fabreville Qc;

Title:

Investment & Personal Banking Specialist - Fabreville, Laval, Qc (1 year contract)

Requisition

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.

• 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
• 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

• 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)

• 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

Location:

Canada – Quebec – Fabreville, Laval