Press Tab to Move to Skip to Content Link
Select how often (in days) to receive an alert:
Title: Senior Investment \& Personal Banking Specialist Trainee - Griffintown, QC
Requisition ID: 221509
Join a purpose-driven, results-oriented team in an inclusive and high-performing culture.
About the role
As a Senior Investment \& Personal Banking Specialist Trainee, you will be customer-centric and able to connect with clients in a relatable way. You will be a key member of the Canadian Banking Branch network, focusing on providing exceptional service throughout the customer's journey.
Key responsibilities include:
- Delivering trusted financial advice and promoting financial sales.
- Providing a full range of customized financial solutions using a financial planning approach.
- Understanding customers' financial goals, analyzing needs, and recommending appropriate strategies.
- Focusing on complex solutions and comprehensive financial planning.
- Being results-driven and collaborative in dealings with peers, customers, and partners.
- Building relationships to enhance client experience and grow long-term relationships.
Qualifications and skills:
- Minimum two years of experience selling investment and credit products.
- Demonstrated sales management skills and ability to market Scotiabank.
- Ability to build strong client relationships and provide excellent service.
- Licensed to sell mutual funds and working towards the CIFP Diploma in Financial Planning or equivalent.
What's in it for you?
- Competitive compensation and benefits tailored for Retail Banking.
- Opportunity to make a lasting impact on customers.
- Be part of an organization committed to community impact.
- Manage an assigned book of mid to high affluent customers.
- Provide complex solutions and comprehensive financial planning.
- Clear criteria for career progression.
Location: Canada, Quebec, Montreal
Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future." We assist our customers, families, and communities in achieving success through a broad range of financial services.
We value diversity and are committed to an inclusive environment. If you require accommodations during the recruitment process, please inform our Recruitment team. Applicants must apply online. Only selected candidates will be contacted for an interview.
