Drive financial success for clients as an Investment & Personal Banking Specialist at Scotiabank in Mont St-Hilaire, QC. Engage customers and provide them with tailored financial advice and exceptional service.
In this agile role, you will focus on relationship-building while leveraging your sales expertise to guide clients through their banking journey. Your goal is to deliver high-quality financial plans that empower customers and enhance their overall experience with Scotiabank.
Key Responsibilities:
• Create customized financial plans and advice
• Educate customers on investment opportunities
• Establish and grow lasting client relationships
• Collaborate with team members for superior service
• Promote Scotiabank's financial products effectively
Requirements:
• Experience in sales management is crucial
• Proven relationship-building skills necessary
• Mutual fund sales license required
• Actively pursuing CIFP Diploma in Financial Planning
• Bilingual in French and English is essential
Show your expertise and commitment to client success with Scotiabank in Mont St-Hilaire.
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📌 Scotiabank Investment Specialist in Mont St-Hilaire (Quebec City)
🏢 Scotiabank
📍 Quebec City
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