21 Sep
|
Scotiabank
|
Montreal
21 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