Elevate your career as a Senior Investment & Personal Banking Specialist at Scotiabank in Anjou, Montreal. Focus on customer-centric financial sales while providing tailored solutions to meet diverse needs. In this pivotal role, you will engage with clients to deliver exceptional personalized service and comprehensive financial planning.

With a minimum of two years of related experience, your expertise in investment and credit products combined with your solid relationship-building skills will help enhance customer experiences. Collaborate effectively with peers to ensure client success and retention. Key Responsibilities:

- Deliver customized financial solutions based on client needs
- Analyze financial goals and recommend appropriate strategies




- Maintain relationships with affluent customers
- Drive complex financial planning initiatives
- Collaborate with banking partners to enhance service Requirements:
- Minimum two years in investment and credit sales
- Experience in sales management within financial institutions
- License to sell mutual funds
- Knowledge of English and French required
- CIFP Diploma in Financial Planning in progress or equivalent Join Scotiabank to empower clients with expert financial advice and personalized service.

📌 Senior Personal Banking Specialist in Anjou (Quebec City)
🏢 Scotiabank
📍 Quebec City