Requisition ID: 221469
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service throughout the customer’s journey.
Is this role right for you? In this role, you will:
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
Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:
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)
What’s in it for you?
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 will have an assigned book of mid-affluent customers and the ability to build on this book with growth potential customers
You’ll receive clear transparent criteria to progress in your caree
Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will serve and English-speaking clientele
Location(s): Canada : Quebec : Montreal
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 private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
The Scotiabank Veterans Network (SVN) is committed to supporting veterans, reservists, and military spouses by recognizing and valuing their unique skills and experiences. As a military-friendly employer, Scotiabank actively promotes the integration of veterans into civilian careers by offering a wide range of employment opportunities across the Bank. SVN plays a key role in this effort, leading initiatives such as a mentorship program designed to support both current and transitioning veterans.
The team was instrumental in driving recent enhancements to Scotiabank’s reservist leave policy and organized the inaugural Valour and Vision Expo in Q4 2024, where industry leaders pledged to support veterans entering the civilian workforce. In February 2025, Scotiabank proudly served as the lead Banking Sponsor of the Invictus Games, an international multi-sport event that aids in the rehabilitation of wounded, injured, and ill service members—both active and retired.
Additionally, SVN hosts a variety of events throughout the year, including leadership symposiums and annual Remembrance Day ceremonies, to honor and support the military community.