Join Scotiabank as an Investment & Personal Banking Specialist located in Montreal, QC. Foster client relationships while providing exceptional financial advice and customized solutions in a customer-centric environment. As a key member of our Canadian Banking Branch network, you will engage with mid to high affluent customers, focusing on financial planning and investment products.

Your ability to understand clients’ financial aspirations will allow you to recommend tailored strategies for their success, driving meaningful outcomes. Your results-driven attitude and team-oriented spirit are essential for thriving in this role. Key Responsibilities:

- Deliver financial advice and customized solutions




- Understand customer goals and recommend effective strategies
- Engage with clients to ensure exceptional service
- Work on complex financial planning solutions
- Collaborate with peers to enhance client interactions

Requirements:

- At least two years of experience in investment sales
- Strong sales management background
- Must hold a mutual funds license
- Working towards CIFP Diploma certification
- Proficiency in both French and English

Bring your expertise to Scotiabank and make an impactful difference in clients' financial journeys.

📌 Investment & Personal Banking Expert Montreal
🏢 Scotiabank
📍 Montreal