Lead financial planning at Scotiabank Montreal as a Personal Banking Specialist. Use your expertise to enhance client experiences and drive investment and retirement success.
In this role, you will be part of a dynamic sales team, focusing on meeting investment sales goals while managing a portfolio of clients. Your responsibilities will include building lasting relationships, conducting financial reviews, and delivering personalized advice. You will foster client education while leveraging advanced tools for seamless financial planning.
Key Responsibilities:
• Establish and deepen banking relationships with clients
• Conduct comprehensive investment and retirement reviews
• Offer expert financial planning advice and insights
• Educate clients on financial strategies and services
• Achieve sales targets while ensuring client satisfaction
Requirements:
• Preferred experience in financial planning and investment sales
• Must hold IPF (IQPF) designation or equivalent
• License as a Mutual Funds Representative
• Solid understanding of market conditions and regulations
• Bilingual in French and English
Bring your financial planning expertise to Scotiabank and thrive in a collaborative environment.
#J-18808-Ljbffr
📌 Personal Banking Specialist in Montreal (Quebec City)
🏢 Scotiabank
📍 Quebec City
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.