Drive success in customer financial journeys as a Senior Personal Banking Specialist with Scotiabank in Montreal, Quebec. Deliver tailored financial advice and solutions while enhancing client relationships.
This role requires a customer-centric mindset and a passion for financial sales. As a Senior Investment & Personal Banking Specialist Trainee, you will provide comprehensive financial planning and customized solutions. Your expertise in understanding customer goals will allow for effective recommendations and exceptional service delivery.
Key Responsibilities:
• Provide tailored financial solutions through a planning approach
• Build solid, long-standing client relationships
• Analyze customer needs and recommend appropriate strategies
• Deliver excellent service throughout the customer journey
• Collaborate effectively with peers and partners
Requirements:
• Minimum of two years in investment and credit product sales
• Proven sales management and customer relationship skills
• License to sell mutual funds
• Actively working towards CIFP Diploma in Financial Planning
• Results-driven and highly engaged
Elevate customer experiences through tailored financial advice and solutions with Scotiabank in Montreal.
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📌 Senior Personal Banking Specialist at Scotiabank (Quebec City)
🏢 Scotiabank
📍 Quebec City
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