Senior Investment & Personal Banking Specialist

Responsibilities

• Provide expert financial advice and comprehensive planning solutions to a relatively affluent clientele
• Analyze client financial goals and preferences to recommend appropriate strategies and solutions
• Offer complex financial planning services and a wide range of investment and credit products
• Build and grow long-term client relationships through exceptional service and engagement
• Collaborate with peers and partners to deliver a seamless customer experience
• Drive results through a proactive sales approach and deep knowledge of financial services

Requirements

• Minimum of two years of experience in investment and credit sales
• Proven experience in sales management and the ability to market banking services
• Valid mutual fund sales license
• CIFP financial planning diploma or an equivalent recognized qualification (or currently in progress)
• Proficiency in both French and English to collaborate with national teams and diverse clients

Benefits

• Competitive compensation and benefits package tailored for personal banking services
• Opportunity to serve an affluent client base with complex financial needs
• Clear and transparent professional career pathing
• Ability to make a lasting impact on clients and their communities within a leading financial institution

About the Company

Banque Scotia is a leading player in the Canadian banking sector and a major provider of financial services across the Americas. We are committed to helping our clients, their families, and their communities succeed by offering a vast range of products, including personal, business, and corporate banking, as well as private, investment, and wealth management services.