Guide customers through investment and personal banking in Montreal using financial sales expertise and trusted advice. Work within Scotiabank’s Canadian Banking Branch network.

As an Investment and Personal Banking Specialist, you provide exceptional service throughout each customer’s journey. You educate customers, create financial plans, and use relevant planning tools. The role also emphasizes relationship building, results, and collaboration with peers, customers, and partners.

Key Responsibilities:

- Deliver trusted financial advice and relevant customer insights
- Create financial plans using applicable planning tool modules
- Build long-standing relationships with existing customers
- Provide a strong client experience throughout customer journeys
- Collaborate with peers, customers, and partners

Requirements:

- Sales management experience and ability to market Scotiabank
- Ability to build robust customer relationships
- Mutual funds sales license
- Working toward the CIFP Diploma in Financial Planning
- Sufficient knowledge of French and English

Use financial planning, customer education, and relationship-building skills to support Scotiabank customers across Montreal’s banking network.

📌 Investment Banking Specialist Montreal
🏢 Scotiabank
📍 Montreal