Support Scotiabank customers in Montreal with comprehensive financial planning and relationship-focused personal banking advice. This customer-centric specialist role requires French and English.

As a Senior Investment and Personal Banking Specialist, you will serve within the Canadian Banking Branch network. You will provide a full range of customized solutions using a financial planning approach. The position focuses on complex needs, trusted recommendations, results, and a solid client experience. You will also grow relationships with existing customers through relatable service and collaboration.

Key Responsibilities:

- Deliver exceptional service throughout the customer journey
- Provide comprehensive financial planning for complex solutions




- Understand customer goals and preferences
- Recommend strategies and solutions for customer objectives
- Grow long-standing customer relationships

Requirements:

- At least two years of related experience
- Experience selling investment and credit products
- Demonstrated sales management experience
- License to sell mutual funds
- French and sufficient English knowledge

Bring customer-centric advice, financial planning, and sales management experience to Scotiabank’s personal banking customers in Montreal.

📌 Senior Personal Banking Advisor Montreal
🏢 Scotiabank
📍 Montreal