Build trusted customer relationships through financial sales and advice as a Personal Banking Financial Advisor with Scotiabank in Quebec.
As an essential Canadian Banking Branch network member, you will provide exceptional service throughout each customer journey. The position combines customer education, expert advice, financial planning, and relationship growth. Results-driven candidates will support existing customers and develop relationships with growth-potential customers.
Key Responsibilities:
- Provide trusted advice throughout the customer journey
- Market Scotiabank through financial sales activities
- Educate customers on relevant financial insights
- Develop financial plans with planning tools and resources
- Grow long-standing customer relationships and client experience
Requirements:
- Customer-centric approach and strong relationship-building ability
- Sales management experience
- Mutual funds sales license
- Progress toward CIFP Diploma in Financial Planning
- French and sufficient English for regular collaboration
Bring financial sales, customer education, and planning expertise to strengthen Scotiabank relationships in Mont-Saint-Hilaire and nearby communities.
Personal Banking Financial Advisor 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.
