Serve Quebec customers through investment advice, financial planning, and relationship building as an Investment and Personal Banking Specialist at Scotiabank.
This customer-centric specialist supports Scotiabank's Canadian Banking Branch network. You will deliver trusted financial advice, educate customers, and create financial plans using relevant planning tools and resources. The role focuses on exceptional service, financial sales, and lasting customer relationships.
Key Responsibilities:
- Deliver trusted financial advice and exceptional customer service
- Educate customers with relevant insights and expert advice
- Create financial plans using relevant planning tool modules
- Build long-standing relationships with existing customers
- Collaborate with peers, customers, and partners
Requirements:
- Sales management experience and ability to market Scotiabank
- Ability to build strong client-focused relationships
- License to sell mutual funds
- Working toward the CIFP Diploma in Financial Planning
- Sufficient English knowledge alongside French
Apply investment advice, financial planning, and relationship skills while serving Scotiabank customers across Quebec locations.
Investment Banking Specialist Quebec in Mont-Saint-Hilaire employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
