Elevate your career with Scotiabank as a Senior Investment & Personal Banking Specialist in Montreal. Deliver trusted financial advice and build robust client relationships to enhance customer journeys. Located in Quebec, this role focuses on providing customized financial solutions while connecting with clients.
Your two years of experience selling investment and credit products will be invaluable as you analyze customer needs and recommend comprehensive strategies. You will play a pivotal role in achieving customer financial goals with a results-driven approach. Key Responsibilities:
Deliver exceptional service throughout the customer journey
Provide trusted financial advice using a customized planning approach
Analyze customer needs and recommend investment strategies
Collaborate with peers and partners for optimal client experience
Grow relationships with mid to high affluent customers Requirements:
Minimum two years of experience in financial sales
Proven sales management and marketing skills
Robust relationship-building capabilities
License to sell mutual funds and CIFP Diploma in progress
Commitment to providing complex financial solutions Join Scotiabank’s winning team and make a meaningful impact on customers’ financial futures.
📌 Senior Investment Specialist At Scotiabank Dollard Des Ormeaux (Dollard-Des Ormeaux)
🏢 Scotiabank
📍 Dollard-Des Ormeaux
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