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Title:  Personal Banking Specialist, Investment and Retirement Planning - Queen Mary, Montreal

 

 

 

Requisition ID: 108864

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

 

About the role

As a Personal Banking Specialist, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers. Your primary role is to establish/deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners.


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 regarding complex investment and retirement planning to customers
  • Be results-driven by taking a proactive approach to discovering our customers’ needs, listening to understand what they are looking for
  • Conduct comprehensive reviews for assigned customers including retirement planning, wealth accumulation and estate planning utilizing financial planning skills to create customized financial strategies and solutions
  • Be highly engaged, educating customers, providing relevant insights and expert advice
  • 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:

  • Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent).  For those in Québec, successful completion of all courses related to IQPF are mandatory (Institut québécois de la planification financière).
  • A minimum three years experience of financial planning and investment sales experience
  • Demonstrated sales management experience and the ability to market Scotiabank
  • Ability to cultivate strong relationships with customers, peers and partners


What’s in it for you?

  • A competitive compensation and benefits package tailored for the Financial Advisor, Retirement and Investment Planning role
  • Ability to make a lasting impact on an assigned book of 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


Location(s): Canada : Quebec : Montreal  

How do I apply?
As part of the application process for a Financial Advisor, Senior Financial Advisor, Small Business Advisor and/or Investment & Retirement Planning role within Retail Distribution with Scotiabank, we have partnered with Career Spark, a technology and behavioral science based online assessment company. After submitting your Scotiabank application, you will receive an invitation from our Recruitment Team to complete a 12-15-minute Career Spark survey. Kindly note the survey will be emailed to applicants and you may not receive the Career Spark survey invite immediately. 

** Please complete the survey within 24 hours of receiving the invitation. ** 

The purpose of the survey is to help provide insights about the work you enjoy. There are no right or wrong answers, and nobody will ever see your specific responses to any questions. Upon completion of the survey, you will see a summary report of your top five traits.  We hope you find the information useful for your own personal development and growth.

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.  

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. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.


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