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