Serve Scotiabank customers in Vaudreuil-Dorion through financial sales and trusted advice as an Investment and Personal Banking Specialist.
This 12-month permanent contract supports the Canadian Banking Branch network. You will deliver exceptional service, educate customers, create financial plans, and build long-standing relationships. The work requires regular English interaction alongside French with clients, colleagues, and partners.
Key Responsibilities:
- Provide trusted financial advice throughout the customer journey
- Educate customers with relevant insights and expert advice
- Create financial plans using planning tools and resources
- Build existing customer relationships and client experiences
- Collaborate with peers, customers, and partners
Requirements:
- Sales management experience and ability to market Scotiabank
- Strong relationship-building and client experience focus
- Mutual funds sales license
- Working toward the CIFP Diploma in Financial Planning
- Sufficient English knowledge alongside French
Bring financial planning, relationship-building, and sales expertise to Scotiabank customers in Vaudreuil-Dorion.
Investment Banking Specialist Vaudreuil-Dorion 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.
