Investment and Personal Banking Specialist

You provide financial advice and exceptional service throughout the customer journey. You educate customers, create financial plans, deliver investment recommendations, build relationships, grow existing customer relationships, and contribute to financial sales results.

Responsibilities

• Deliver financial sales and trusted financial advice to customers
• Educate customers and provide relevant insights and expert advice
• Create financial plans using financial planning tools
• Build relationships with customers and partners
• Grow long-standing relationships with existing customers
• Provide an excellent client experience

Requirements

• Sales management experience
• Ability to market Scotiabank
• Ability to build strong customer relationships
• License to sell mutual funds
• Working toward the CIFP Diploma in Financial Planning or a Bank-recognized equivalent
• Sufficient knowledge of French and English

Benefits

• Compensation and benefits package
• Assigned book of mid-affluent customers
• Community impact opportunities