Join Scotiabank as a Senior Investment & Personal Banking Specialist in Montreal, where customer service and financial expertise intersect. Engage with clients to deliver exceptional financial solutions tailored to their needs.

In this customer-centric role, you'll leverage your sales experience to build strong client relationships and facilitate comprehensive financial planning. Your ability to connect with diverse clients will aid in understanding and achieving their financial goals. A results-driven focus will be your guide in this position, where impactful advice is paramount.

Key Responsibilities:
• Provide a comprehensive range of financial solutions
• Analyze customer financial goals to recommend suitable strategies
• Build and maintain long-lasting client relationships




• Collaborate effectively with partners and peers for client success
• Drive growth among existing client accounts

Requirements:
• At least two years of investment and credit product sales
• Demonstrated ability in sales management
• Solid relationship-building skills focused on client experience
• Mutual funds license and progress toward CIFP Diploma
• Expertise in developing complex financial plans

Enhance your career in finance with Scotiabank and create lasting customer connections.
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📌 Personal Banking Specialist, Senior Role (Quebec City)
🏢 Scotiabank
📍 Quebec City