Join Parc & Fairmount Branch as a Personal Banking Specialist, focusing on Investment and Retirement Planning. Provide expert financial guidance to help clients navigate their investment journeys successfully.

As a Financial Advisor within the branch sales team, your role will focus on managing client portfolios and achieving sales targets through strategic financial planning and relationship building. You will leverage market insights to provide clients with effective solutions tailored to their financial objectives.

Key Responsibilities:
• Perform comprehensive reviews for clients' financial planning needs
• Discover and address client investment and retirement questions
• Craft tailored financial strategies based on individual client goals




• Foster engaging relationships and educate clients on investment options
• Utilize advanced financial planning tools for enhanced service

Requirements:
• Experience in investment and financial sales is preferred
• Completion of CIFP/CFP certification or its equivalent
• Certification as a Mutual Funds Representative in good standing
• Proficient in French, with knowledge of English
• Understanding of market trends and regulatory frameworks

Lead client success through personalized financial strategies while thriving in a cooperative banking atmosphere.
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📌 Personal Banking Specialist Role (Quebec City)
🏢 Scotiabank
📍 Quebec City