Investment & Personal Banking Specialist

About the Role Investment & Personal Banking Specialist at Scotiabank is a customer-centric role within the Canadian Banking Branch network, focused on delivering exceptional service across the customer journey and driving trusted financial advice and sales. As an essential member of the Canadian Banking Branch network, you will provide exceptional service throughout the customer’s journey. What You'll Do

• Be passionate about financial sales as well as delivering trusted financial advice to customers
• Educate customers, providing relevant insights and expert advice
• Create financial plans, leveraging relevant financial planning tool modules and select advice based tools and resources
• Understand the importance of being results-driven
• Be highly engaged
• 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
• You will have an assigned book of mid-affluent customers and the ability to build on this book with growth potential customers What We're Looking For
• Sales management experience and the ability to market Scotiabank
• The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers
• A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
• In addition to French, sufficient knowledge of English, as the work involves interacting and collaborating with groups and individuals based in Toronto, as well as interacting with clients who speak English locally and elsewhere Compensation & Benefits
• A competitive compensation and benefits package
• Ability to make a lasting impact on 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
• You’ll receive clear transparent criteria to progress in your career