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Investment & Personal Banking Specialist - Le Village, Montreal
Scotiabank | Montreal, Missouri
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Job Description


Requisition ID: 6868

Join the team at the new Le Village branch (900 Rue Sainte Catherine East), scheduled to open at the end of 2017.

Join the Global Community of Scotiabankers to help customers become better off.

As a member of your branch sales team you are responsible for contributing to your branch’s overall success by meeting negotiated goals through effective management of your assigned portfolio of customers. Leading with a financial planning approach you will identify opportunities and recommend strategies that best meet the customers’ immediate and future financial needs. Your defined goals will include sales targets, Sales Revenue Dollar (SRDs) targets, cross sell targets (as applicable) and activity-based metrics, along with non-financial objectives related to teamwork, customer service, operational and compliance requirements, and personal development.

You are responsible for contributing to the provision of personable, efficient, straightforward and knowledgeable service throughout your daily interactions with all customers and bank employees to foster relationships of mutual trust, respect and confidence.


Expert Knowledge of:

  • Products, services, features and benefits and related policies and procedures of: Payments (Day to Day & Credit Cards), Borrowing, and Insurance
  • Self-service solutions such as: Online, Mobile, Interactive Voice Response, Automated Banking Machines
  • Applying our defined Customer Experience Model during all customer interactions
  • Retention and negotiation techniques
  • Advice Conversation Techniques

Thorough knowledge of:

  • Applicable Branch technology platform /systems
  • Customer life stage needs
  • Solicitation and proactive marketing techniques
  • Products, services, features and benefits and related policies and procedures related to Investments
  • Credit risk/adjudication policies and processes
  • Retail Lending policies and processes
  • 5 C’s of Credit: Character, Capacity, Capital, Collateral, Conditions
  • Regulatory compliance in relation to the sale of our products, storage of information and ongoing monitoring of customer relationships; specifically in relation to Know Your Customer requirements; Privacy, Anti-Money Laundering/Anti-Terrorist Financing, FCAC, CDIC and Occupational Health & Safety
  • Needs assessment and relationship development
  • Financial planning tools, all modules
  • Financial planning process

Working knowledge of:

  • Small Business products, services and account opening process
  • Products and services provided by the Bank’s specialized sales forces and other delivery channels such as Global Wealth & Insurance, National Mortgage Sales, and Commercial Banking
  • Interviewing, and telemarketing techniques



  • Sales negotiation techniques
  • Competitor offerings and market trends
  • Marketplace in which the Branch operates
  • Branch routines and operating procedures
  • Creditor Insurance, Wills & Estate Planning
  • Customer Segmentation
  • How business lines and centralized support areas work together to deliver on our service and advice promise
  • Branch systems; transactional services and associated procedures



• Successful sale proven
• Willingness to personally offer superior customer service while weaving and maintaining strong customer relationships
• In-depth knowledge of banking products and services offered to individuals: day-to-day banking, borrowing, creditor insurance, bank self-service and investments
• Strong organizational skills, focus on results and demonstrated adaptability in a constantly evolving environment
• Computer skills
• Strict personal ethics
• French and English Bilingualism

• College or University Degree
• Successful completion of training leading to obtaining, from the applicable provincial securities commission, a mutual fund sales license
• Motivation to take the course for a CFI-funded and approved CFP Finance and Retirement Consultant (or an equivalent recognized by the Bank)
• Intention to conduct courses and continuing education activities

Location(s):  Canada : Quebec : Montreal || Canada : Quebec : Montreal-est || Canada : Quebec : Montreal-nord || Canada : Quebec : Montreal-ouest

As Canada’s International Bank, we are a leader when it comes to inclusion. We are a diverse and global team, speaking more than 100 languages with backgrounds from more than 120 countries. 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. Candidates selected for an interview will be contacted directly.  If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.

This company profile was created by AfterCollege and is about Scotiabank. This page is not endorsed by or affiliated with Scotiabank. For questions regarding company profiles, please email: care@aftercollege.com.