23 Aug
|
Scotiabank
|
Montreal
23 Aug
Scotiabank
Montreal
Join Scotiabank as an Investment & Personal Banking Specialist in Pointe-aux-Trembles, Quebec, where your customer-centric skills can thrive. Deliver trusted financial advice and foster solid client relationships in this impactful role. As a key player within the Canadian Banking Branch network, your passion for financial sales will enhance customer journeys.
You’ll create tailored financial plans and provide valuable insights to meet customers' needs. Building lasting relationships with existing customers will be central to your role, alongside demonstrating a results-driven approach. Key Responsibilities:
Educate customers with relevant financial insights
Craft customized financial plans utilizing banking tools
Foster solid relationships for continuous client engagement
Collaborate with colleagues and partners effectively
Focus on achieving sales-driven results for client satisfaction Requirements:
Proven experience in sales management
Licensed to sell mutual funds
Pursuing CIFP Diploma in Financial Planning
Solid relationship-building capabilities
Commitment to delivering exceptional client experiences Make a difference in clients’ financial journeys at Scotiabank, specializing in investment and personal banking.
📌 Personal Banking Specialist In Quebec Montreal
🏢 Scotiabank
📍 Montreal