Elevate your career with Scotiabank as an Investment & Personal Banking Specialist in Montreal. Deliver expert financial advice and build robust client relationships in this customer-focused role. In this position, you will play a key role in the Canadian Banking Branch network.

Your passion for financial sales and providing trusted advice will drive your success. You'll create financial plans and utilize planning tools to educate customers and enhance their experience. Results-driven and team-oriented, you'll connect with clients and contribute to their financial well-being.

Key Responsibilities:
Provide exceptional customer service throughout the financial journey
Educate clients with relevant insights and trusted advice




Build and maintain strong client relationships
Create financial plans using available tools and resources
Collaborate with peers to maximize customer experience Requirements:
Sales management experience in financial services
License to sell mutual funds with a recognized financial diploma
Solid relationship-building skills with clients
Bilingual in French and English for client interactions
Focus on obtaining results and improving client financial health Join Scotiabank to make a lasting impact on customers through trusted financial services.

📌 Investment Specialist At Scotiabank Montreal (Canada)
🏢 Scotiabank
📍 Canada