Montreal Financial Advisor at Scotiabank

Montreal Financial Advisor at Scotiabank

19 Sep
|
Scotiabank
|
Montreal

19 Sep

Scotiabank

Montreal

Advance your financial services career as a Financial Advisor with Scotiabank in Montreal, QC. Connect with clients, providing them with exceptional financial advice tailored to their needs. As an Investment & Personal Banking Specialist, you will be instrumental in delivering top-tier financial solutions to clients, emphasizing relationship building and delivering trusted financial advice.

Your experience in investment sales will enable you to analyze financial needs and facilitate comprehensive planning for clients, while your results-oriented mindset will drive client success. Key Responsibilities:

- Provide customized financial planning and investment solutions
- Assess client needs and recommend appropriate products
- Build and nurture long-term client relationships
- Focus on results through effective client engagement
- Collaborate with the Canadian Banking team on client strategies Requirements:
- Minimum of two years in investment and credit sales
- Demonstrated ability in sales management
- Must possess mutual funds licensure
- Pursue CIFP Diploma or equivalent
- Bilingual capabilities in both English and French Drive your career forward at Scotiabank, where client success is a priority.

📌 Montreal Financial Advisor at Scotiabank
🏢 Scotiabank
📍 Montreal

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