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Title: Investment & Personal Banking Specialist - Anjou, Qc As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service throughout the customer’s journey. Be passionate about financial sales as well as delivering trusted financial advice to customers Educate customers, providing relevant insights and expert advice Create financial plans, leveraging relevant financial planning tool modules and select advice as tools and resources Demonstrate a collaborative approach when dealing with peers, customers, and partners Build relationships,



focusing on providing a excellent client experience and growing long-standing relationships with existing customers The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent) Ability to make a lasting impact on customers An organization committed to making a difference in our communities – for you and your customers You will have an assigned book of mid-affluent customers and the ability to build on this book with growth potential customers Scotiabank is a leading bank in the Americas. for every future", we help our customers, their families and our communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. #

📌 Investment & Personal Banking Specialist - Anjou, Qc (Montreal)
🏢 Scotiabank
📍 Montreal