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 solid relationships. Candidates should possess a minimum of two years in financial sales, expertise in investment products, and strong 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. #J-18808-Ljbffr

📌 Senior Investment Specialist Role in Montreal (Winnipeg)
🏢 Scotiabank
📍 Winnipeg