Senior Investment & Personal Banking Specialist

Responsibilities

• Provide a full range of customized financial solutions using a financial planning approach
• Analyze customer financial goals and preferences to recommend appropriate strategies and solutions
• Focus on complex solutions and comprehensive financial planning for a book of mid to high affluent customers
• Build and grow long-standing relationships with existing customers to ensure a great client experience
• Demonstrate a collaborative approach when working with peers, customers, and partners

Requirements

• Minimum of two years of related experience selling investment and credit products
• Demonstrated sales management experience and the ability to market Scotiabank
• Valid license to sell mutual funds
• Currently working towards the CIFP Diploma in Financial Planning (or a bank-recognized equivalent)
• Strong ability to build relationships and deliver exceptional customer service

Benefits

• Competitive compensation and benefits package customized for Retail Banking
• Assigned book of mid to high affluent customers
• Clear and transparent criteria for career progression
• Opportunity to make a lasting impact on customers and the community

About the Company

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 capital markets.