Join Scotiabank as a Senior Investment & Personal Banking Specialist in Anjou, Montreal. This role focuses on providing exceptional financial advisory services tailored to client needs and goals.
As part of a high-performing team, you will engage with clients to deliver comprehensive financial solutions while cultivating strong relationships. Candidates should possess a minimum of two years in financial sales, expertise in investment products, and solid relationship-building skills. Your efforts will directly contribute to customer satisfaction and the bank's success.
Key Responsibilities:
• Assess client financial goals and recommend solutions
• Build relationships with existing affluent clients




• Provide customized financial advice and services
• Lead initiatives for complex financial planning
• Collaborate with peers for optimal client outcomes
Requirements:
• Two years minimum experience in investment sales
• Demonstrated sales expertise in financial services
• Valid mutual funds selling license
• Fluency in English and French is essential
• CIFP Diploma pursuit or equivalent qualification
Leverage your financial acumen at Scotiabank to make a meaningful difference for clients.
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📌 Senior Investment Specialist Role in Montreal (Quebec City)
🏢 Scotiabank
📍 Quebec City