Banking Services Advisor, Wealth Management - Côte-des-Neiges/Reine Marie

Application number: 269179

Join a winning, engaged, and results-driven team that operates in an inclusive and high-performance culture.

About the role

As a Banking Services Advisor, your approach is client-focused, and you are able to easily build rapport with them. You are a key player in the Canadian Branch Network, offering exceptional service throughout the client journey.

Does this role suit you? For this position, you will need to:

• be passionate about selling financial services and provide clients with sound financial advice;
• provide clients with relevant information and expert advice;
• develop financial plans, leverage relevant modules of the financial planning tool, as well as related tools and resources for providing advice;
• understand the importance of a results-driven approach;
• have a high level of engagement;
• adopt a collaborative approach when interacting with peers, clients, and partners;
• build relationships by focusing on delivering an excellent customer experience and growing client relationships.

Do you have the skills to succeed in this role? We would be happy to work with you if you meet the following requirements:

• Experience in sales management and ability to market Scotia Bank
• Skills to build relationships and focus on delivering an excellent customer experience and growing client relationships
• Mutual Fund Sales License and CIFP Financial Planning Diploma (or equivalent recognized by the Bank) in progress.

What will you gain?

• You will benefit from a competitive compensation program and excellent benefits.
• You will have the ability to make a lasting impact on clients.
• You will discover an inclusive culture where we recognize and reward employees' contributions.
• You will have the opportunity to be part of an organization committed to making a difference in communities, both for its clients and employees.
• You will serve a relatively affluent clientele and have the opportunity to rely on this portfolio to interact with clients with growth potential.
• Your career path will be clearly outlined, with transparency.

In addition to French, the successful candidate must also have sufficient English proficiency, as the role involves regularly interacting and collaborating with groups and individuals based in Toronto, as well as constantly interacting with others, including clients, who speak English, locally and elsewhere.

Location(s): Canada : Quebec : Montreal

Scotiabank is one of Canada's leading banking and financial services providers in the Americas. We are here for everyone's future. We help our clients, their families, and their communities succeed by offering advice and a wide range of products and services, including personal, business, and corporate banking services, private banking, investment, and wealth management services, as well as capital markets services.

We value the unique skills and experiences that each individual brings to the Bank and are committed to providing an inclusive and accessible environment for all. If you require accommodations during the recruitment and selection process (e.g., accessible interview location, documents in another format, sign language interpreter, or assistive technology), please inform our recruitment team. Candidates must apply directly online. We thank all candidates for their interest in Scotiabank; however, we will only communicate with those selected for an interview.

All postings on me@scotiabank will remain active for a minimum of 5 days.