19 Aug
|
Scotiabank
|
Montreal
19 Aug
Scotiabank
Montreal
Step into a rewarding career as an Investment & Personal Banking Specialist with Scotiabank in Pointe-aux-Trembles, Quebec. Engage with clients, offer insightful financial advice, and build enduring relationships throughout their journey. In this role, you will leverage your sales management experience and customer-centric approach to provide exceptional service.
With a focus on creating financial plans and delivering trusted insights, you will work collaboratively with both customers and peers. Your ability to foster outstanding client experiences will be key to building long-standing relationships with existing customers. Key Responsibilities:
- Provide expert financial advice and insights to clients
- Create personalized financial plans using relevant tools
- Build and maintain robust client relationships
- Collaborate effectively with customers and partners
- Drive sales results through strong client engagement Requirements:
- Sales management experience in financial services
- License to sell mutual funds required
- Working towards the CIFP Diploma in Financial Planning
- Strong relationship management skills
- Client-focused mindset with proven results Elevate your career by delivering exceptional financial services and advice at Scotiabank in Pointe-aux-Trembles.
📌 Investment Banking Specialist at Scotiabank (Montreal)
🏢 Scotiabank
📍 Montreal