Discover a rewarding career as a Senior Investment & Personal Banking Specialist with Scotiabank in Montreal, Quebec. Drive client success through personalized financial services and advice. In this senior position, you will excel in providing tailored financial solutions and strategies that align with customers' financial aspirations.

Your expertise in sales and financial planning will drive results as you build robust client relationships and enhance their banking experience. Key Responsibilities:
Provide customized financial solutions using a planning approach
Focus on thorough understanding of customer financial preferences
Drive sales results through effective relationship management
Collaborate with colleagues to deliver comprehensive solutions
Establish and maintain outstanding client experiences and trust Requirements:
Minimum two years of investment and credit product sales
Experience in managing relationships and sales strategies
License to sell mutual funds, pursuing CIFP Diploma
Robust commitment to client-focused service
Expertise in complex financial planning Expand your impact in the financial sector by shaping client journeys at Scotiabank in Montreal.

📌 Scotiabank Senior Investment Specialist Role Montreal (Canada)
🏢 Scotiabank
📍 Canada