Serve Montreal customers through financial sales and trusted advice as a Senior Investment and Personal Banking Specialist at Scotiabank. French and English are required for regular collaboration.

This senior Canadian Banking Branch network specialist provides exceptional service throughout each customer journey. You will deliver customized financial solutions, understand goals and preferences, and recommend appropriate strategies. The work emphasizes complex solutions, comprehensive financial planning, and long-standing customer relationships.

Key Responsibilities:

- Provide trusted financial advice and customized financial solutions
- Analyze customer needs, goals, and financial preferences




- Recommend appropriate strategies supporting customer financial goals
- Build long-standing relationships with existing customers
- Collaborate with peers, customers, and partners

Requirements:

- Minimum two years selling investment and credit products
- Demonstrated sales management experience
- Ability to market Scotiabank effectively
- Mutual funds sales license
- Working toward the CIFP Diploma or recognized equivalent

Apply financial planning, investment sales, and relationship-building expertise while serving Scotiabank customers across Montreal.

📌 Senior Investment Banking Specialist Montreal
🏢 Scotiabank
📍 Montreal