Be a key player at Scotiabank as a Senior Investment & Personal Banking Specialist in Quebec. Deliver exceptional service through financial planning and investment advice tailored to clients. In this integral role, your focus will be on understanding clients’ financial aspirations and providing solutions that align with their needs.

You'll engage with upper-tier clientele, ensuring that each interaction builds trust and satisfaction while promoting long-lasting relationships. Your proven sales management abilities will drive results for both yourself and the organization. Key Responsibilities:

- Develop financial solutions in line with client goals
- Analyze and assess client needs thoroughly
- Build and maintain robust client relationships




- Team up with colleagues for collaborative solutions
- Achieve comprehensive solutions in financial planning Requirements:
- At least two years of relevant investment sales experience
- Strong marketing skills for Scotiabank products
- Necessary mutual funds selling license
- Working towards CIFP Diploma in Financial Planning preferred
- Bilingual proficiency in French and English for diverse clientele Contribute to unique customer experiences and impactful financial planning as part of Scotiabank.

📌 Scotiabank Senior Financial Specialist (Montreal)
🏢 Socket.dev
📍 Montreal