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 (Canada)
🏢 Scotiabank
📍 Canada