Investment & Personal Banking Specialist – Saint-Romuald, QC Requisition ID: 261235 About the role As an Investment & Personal Banking Specialist 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.

Key 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 select 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 outstanding 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 benefits 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 Location: Saint‑Romuald, Quebec, Canada

📌 Investment & Personal Banking Specialist - Saint-Romuald, QC (Levis)
🏢 Scotiabank
📍 Levis