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 robust 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