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.

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📌 Investment Banking Specialist Quebec (Quebec City)
🏢 Scotiabank
📍 Quebec City