Scotiabank seeks an Investment & Personal Banking Specialist skilled in financial sales and trusted advice across its Canadian Banking Branch network.
This customer-centric specialist connects with people relatably while delivering exceptional service throughout each customer journey. You will educate customers, create financial plans, and provide relevant insights through planning tools and advice resources. The role supports customers across Mont-Saint-Hilaire, Beloeil, McMasterville, or Otterburn Park.
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
- Strong relationship-building and client experience skills
- Mutual funds selling license
- Progress toward CIFP Diploma in Financial Planning
- Sufficient English and French knowledge for regular collaboration
Apply financial sales, planning, and relationship-building expertise while serving Scotiabank customers across Quebec's Montérégie locations.
Investment Banking Specialist Scotiabank 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.
