Become a pivotal part of Scotiabank as a Senior Personal Banking Specialist in Montreal, Canada. Drive customer satisfaction by providing tailored financial advice and solutions. As a Senior Investment & Personal Banking Specialist, you will engage customers with a focus on financial sales and personalized solutions.

This role is suited for candidates with a customer-centric approach who can analyze individual financial needs and craft comprehensive plans. Your expertise in building relationships will help nurture long-term connections with affluent clients. Key Responsibilities:

- Deliver customized financial solutions using a planning approach
- Analyze customer goals and recommend strategies
- Focus on complex financial planning solutions
- Build solid relationships with clients for exceptional service
- Collaborate effectively with peers and partners Requirements:
- Minimum two years of experience in investment and credit product sales
- Ability to market Scotiabank effectively
- License to sell mutual funds
- Working towards CIFP Diploma in Financial Planning
- Proven sales management experience Elevate your financial advisory career by impacting customers positively at Scotiabank.

📌 Senior Personal Banking Specialist at Scotiabank (Laval)
🏢 Scotiabank
📍 Laval