Apply on Kit Job: kitjob.ca/job/2g8vit

About the role

As an Investment & Personal Banking Specialist Trainee, you are customer‑centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service throughout the customer’s journey.

Responsibilities

- Be passionate about financial sales as well as delivering trusted financial advice to customers
- Educate customers, providing relevant insights and expert advice
- Create financial plans, leveraging relevant financial planning tool modules and selected advice based tools and resources
- Understand the importance of being results‑driven
- Demonstrate a collaborative approach when dealing with peers, customers, and partners
- Build relationships, focusing on providing a great client experience and growing long‑standing relationships with existing customers

Qualifications

- Sales management experience and the ability to market Scotiabank
- The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers




- A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent)

Benefits

- A competitive compensation and perks package
- Ability to make a lasting impact on customers
- An inclusive culture where we value and recognize our employees’ contributions
- An organization committed to making a difference in our communities – for you and your customers
- You will have an assigned book of mid‑affluent customers and the ability to build on this book with growth potential customers
- You’ll receive clear transparent criteria to progress in your career

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

Location: Canada – Quebec – Brossard

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Apply on Kit Job: kitjob.ca/job/2g8vit

📌 Investment & Personal Banking Specialist - Quartier Dix30, Brossard, QC
🏢 Scotiabank
📍 Brossard