Senior Investment & Personal Banking Specialist QC

Title:

Senior Investment & Personal Banking Specialist
- Sherbrooke, QC

Requisition

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

As 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.

• 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
• Understand customers’ financial goals and preferences, analyze their needs and recommend the appropriate strategies and solutions to help them achieve their goals
• Focus on complex solutions and comprehensive financial planning
• Be 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

• Minimum two years of related experience selling investment and credit products
• Demonstrated sales management experience and the ability to market Scotiabank
• Strong relationship‑building skills focused on providing a great client experience and growing relationships with existing customers
• License to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or bank recognized equivalent)

• Competitive compensation and benefits package customized for Retail Banking
• Ability to make a lasting impact on customers
• Organization committed to making a difference in our communities – for you and your customers
• Assigned book of mid to high affluent customers
• Ability to provide complex solutions and comprehensive financial planning
• Clear, transparent criteria to progress in your career

Location:

Canada – Quebec – Sherbrooke

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their 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.