Investment and Personal Banking Specialists in Mont-Saint-Hilaire use financial planning and trusted advice to support customers throughout their journey. French and English are required for regular collaboration and client interactions.
As part of Scotiabank’s Canadian Banking Branch network, this customer-centric specialist provides exceptional service and relevant financial insights. The position combines financial sales, relationship building, and financial planning tools to support existing and growth-potential customers. A results-driven, highly engaged, and collaborative approach is central to the work.
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
Grow an assigned book of mid-affluent customers
Requirements: Sales management experience and ability to market Scotiabank
Robust relationship-building and client experience focus
Mutual funds sales license
Working toward the CIFP Diploma in Financial Planning
Sufficient knowledge of French and English
Apply financial sales, planning tools, and relationship-building skills while advising Scotiabank customers in Mont-Saint-Hilaire.