Serve Quebec customers through investment advice, financial planning, and relationship building as an Investment and Personal Banking Specialist at Scotiabank.
This customer-centric specialist supports Scotiabank’s Canadian Banking Branch network. You will deliver trusted financial advice, educate customers, and create financial plans using relevant planning tools and resources. The role focuses on exceptional service, financial sales, and lasting customer relationships.
Key Responsibilities:
- Deliver trusted financial advice and exceptional customer service
- Educate customers with relevant insights and expert advice
- Create financial plans using relevant planning tool modules
- Build long-standing relationships with existing customers
- Collaborate with peers, customers, and partners
Requirements:
- Sales management experience and ability to market Scotiabank
- Ability to build solid client-focused relationships
- License to sell mutual funds
- Working toward the CIFP Diploma in Financial Planning
- Sufficient English knowledge alongside French
Apply investment advice, financial planning, and relationship skills while serving Scotiabank customers across Quebec locations.