Scotiabank seeks a customer-centric banking specialist for Montreal, focused on financial sales, expert advice, and lasting client relationships.
As an Investment and Personal Banking Specialist, you serve customers across the Canadian Banking Branch network. You deliver exceptional service, explain relevant insights, and develop financial plans through designated tools. Success requires a results-driven mindset, team-oriented communication, and commitment to growing existing customer relationships.
Key Responsibilities: Educate customers through relevant insights and expert advice
Deliver exceptional service throughout the customer journey
Develop financial plans with selected advice resources
Grow long-standing relationships with existing customers




Maintain a collaborative approach with banking partners
Requirements: Experience managing sales and marketing Scotiabank
Strong relationship-building and client experience abilities
Licensed to sell mutual funds
Working toward CIFP Diploma or recognized equivalent
French and English knowledge for regular interactions
Bring customer-centric service, financial sales, and planning capabilities to Scotiabank’s Investment and Personal Banking Specialist position in Montreal.

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📌 Scotiabank Personal Banking Advisor (Quebec City)
🏢 Scotiabank
📍 Quebec City