Senior Investment & Personal Banking Specialist

Job title: Senior Investment & Personal Banking Specialist

About the Role Senior Investment & Personal Banking Specialist in the Canadian Banking Branch network, customer-centric role focused on delivering exceptional financial sales and trusted advice throughout the customer journey. You will provide customized financial solutions using a financial planning approach and work to grow long-standing relationships with existing customers.

What You'll Do

• Be passionate about financial sales and delivering trusted financial advice to customers.
• Provide a full range of customized financial solutions using a financial planning approach.
• Understand customers’ financial goals and preferences, analyze their needs, and recommend strategies and solutions to help them achieve their goals.
• Focus on complex solutions and comprehensive financial planning.
• Be results-driven and highly engaged.
• Demonstrate a collaborative approach when dealing with peers, customers, and partners to build relationships and provide a great client experience.
• Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers.

What We're Looking For

• A minimum two years of related experience selling investment and credit products.
• Demonstrated 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).

Nice to Have

• Experience managing an assigned book of mid-to-high affluent customers.
• Strong client relationship skills and a customer-centric approach in a branch setting.

Compensation & Benefits

• A competitive compensation and benefits package customized for Retail Banking.
• Ability to make a lasting impact on customers and communities.
• An organization committed to making a difference in our communities – for you and your customers.
• Assigned book of mid to high affluent customers.