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.

📌 Senior Personal Banking Specialist at Scotiabank (Montreal)
🏢 Scotiabank
📍 Montreal