Conseiller en services bancaires – Gestion de patrimoine in Montréal

Conseiller en services bancaires – Gestion de patrimoine in Montréal

Montréal Full-Time 49500 - 60500 $ / year (est.) On-site
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At a Glance

  • Tasks: Guide clients in achieving their financial goals and provide tailored recommendations.
  • Company: Scotiabank, a leading financial institution with a focus on client success.
  • Benefits: Competitive salary, professional development, and a supportive team environment.
  • Other info: Join a dynamic team in Montreal with great career advancement opportunities.
  • Why this job: Make a real difference in clients' lives while growing your financial expertise.
  • Qualifications: Experience in sales, investment, and credit; willingness to pursue CIFP diploma.

The predicted salary is between 49500 - 60500 $ per year.

La Banque Scotia recherche un conseiller en services bancaires, axé sur la vente et la planification financière, disponible à Montréal, QC. Vous guiderez les clients dans leurs objectifs financiers et effectuerez des recommandations adaptées, tout en travaillant avec les équipes et partenaires internes.

Idéalement, vous possédez une expérience en vente de placement et de crédit, un permis de fonds communs, et êtes prêt à poursuivre votre diplôme CIFP en planification financière.

Conseiller en services bancaires – Gestion de patrimoine in Montréal 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.

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Contact Details:

Scotiabank Recruitment Team

We think you need these skills to ace Conseiller en services bancaires – Gestion de patrimoine in Montréal

Vente de placement
Planification financière
Recommandations financières
Travail en équipe
Partenariats internes
Permis de fonds communs
Diplôme CIFP