Is this role right for you? In this role, you will: 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 select advice based tools and resources Understand the importance of being results-driven Be highly engaged 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 Do you have the skills that will enable you to succeed in this role? Wed love to work with you if you have:



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) Whats in it for you? 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 Youll 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.

📌 Investment & Personal Banking Specialist - Lachine, QC
🏢 Scotiabank
📍 Lachine