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.

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📌 Investment Banking Specialist Mont-Royal (Montreal)
🏢 Scotiabank
📍 Montreal