Serve Mont-Royal customers with financial sales expertise and trusted advice as an Investment and Personal Banking Specialist at Scotiabank.
This customer-centric specialist supports the Canadian Banking Branch network and each customer’s journey. You will educate customers, create financial plans, and use relevant planning tools. The work emphasizes results, collaboration, and lasting relationships.
Key Responsibilities: Deliver trusted financial advice to customers
Educate customers with relevant insights and expert advice
Create financial plans using relevant planning modules
Build long-standing customer relationships and client experiences
Collaborate with peers, customers, and partners
Requirements: Sales management experience and ability to market Scotiabank
Solid relationship-building and client experience skills
Mutual funds sales license
Working toward the CIFP Diploma in Financial Planning
Sufficient English knowledge alongside French
Apply financial planning, relationship management, and sales expertise while supporting Scotiabank customers in Mont-Royal.