Investment & Personal Banking Specialist – Saint-Romuald, QCRequisition ID: 261235About the roleAs 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 ResponsibilitiesBe passionate about financial sales as well as delivering trusted financial advice to customersEducate customers, providing relevant insights and expert adviceCreate financial plans, leveraging relevant financial planning tool modules and select advice-based tools and resourcesUnderstand the importance of being results‑drivenDemonstrate a cooperative approach when dealing with peers, customers, and partnersBuild relationships,



focusing on providing a great client experience and growing long‑standing relationships with existing customersQualificationsSales management experience and the ability to market ScotiabankThe ability to build strong relationships focused on providing a great client experience and growing relationships with existing customersA license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent)BenefitsA competitive compensation and benefits packageAbility to make a lasting impact on customersAn inclusive culture where we value and recognize our employees’ contributionsAn organization committed to making a difference in our communities – for you and your customersYou will have an assigned book of mid-affluent customers and the ability to build on this book with growth potential customersYou’ll receive clear transparent criteria to progress in your careerLocation: Saint‑Romuald, Quebec, Canada#J-18808-Ljbffr

📌 Investment & Personal Banking Specialist - Saint-Romuald, Qc (Winnipeg)
🏢 Scotiabank
📍 Winnipeg