Scotiabank seeks an Investment & Personal Banking Specialist skilled in financial sales and trusted advice across its Canadian Banking Branch network.

This customer-centric specialist connects with people relatably while delivering exceptional service throughout each customer journey. You will educate customers, create financial plans, and provide relevant insights through planning tools and advice resources. The role supports customers across Mont-Saint-Hilaire, Beloeil, McMasterville, or Otterburn Park.

Key Responsibilities:

- Deliver trusted financial advice and exceptional customer service
- Educate customers with relevant insights and expert advice
- Create financial plans using relevant planning tool modules




- Build long-standing relationships with existing customers
- Collaborate with peers, customers, and partners

Requirements:

- Sales management experience and ability to market Scotiabank
- Robust relationship-building and client experience skills
- Mutual funds selling license
- Progress toward CIFP Diploma in Financial Planning
- Sufficient English and French knowledge for regular collaboration

Apply financial sales, planning, and relationship-building expertise while serving Scotiabank customers across Quebec’s Montérégie locations.

📌 Investment Banking Specialist Scotiabank (Canada)
🏢 Scotiabank
📍 Canada