Drive client success as an Investment & Personal Banking Specialist at Scotiabank in Westmount, Quebec. Leverage your sales experience to offer relevant financial insights that build customer trust and satisfaction.

This role emphasizes your ability to connect with clients and provide exceptional service. You will develop financial plans and utilize appropriate financial tools to guide customers effectively. Focus on creating lasting relationships while working collaboratively with fellow employees and stakeholders to enhance the client experience.

Key Responsibilities:
• Deliver expert financial advice tailored to client needs
• Develop personalized financial plans for clients
• Educate customers on banking products and services
• Strengthen client relationships for long-term growth
• Collaborate with colleagues to ensure client satisfaction

Requirements:
• Proven sales management background
• Mutual funds sales license required
• CIFP Diploma in Financial Planning or equivalent
• Robust relationship development skills
• Commitment to exceptional customer service

Utilize your financial expertise to make a meaningful impact at Scotiabank.
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📌 Investment Specialist at Scotiabank (Quebec City)
🏢 Scotiabank
📍 Quebec City