Enhance your career as an Investment & Personal Banking Specialist with Scotiabank in Westmount, Quebec. Focus on client relationships while delivering trusted financial advice and exceptional service throughout their journey.
In this customer-centric role, you will thrive on financial sales and education. As part of the Canadian Banking Branch network, your mission is to create personalized financial plans and leverage various resources to guide clients. A results-driven mindset and collaborative approach will help you build long-lasting relationships with clients.
Key Responsibilities:
• Provide trusted financial advice tailored to customer needs
• Create comprehensive financial plans using available tools
• Educate clients on financial products and services
• Foster solid relationships to enhance client experience
• Collaborate effectively with peers and partners
Requirements:
• Experience in sales management and client engagement
• License to sell mutual funds
• Progress towards CIFP Diploma in Financial Planning
• Proven relationship-building skills
• Strong customer service orientation
Capitalize on your sales skills and commitment to client success at Scotiabank.
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