06 Nov
|
Scotiabank
|
Quebec City
06 Nov
Scotiabank
Quebec City
Serve Scotiabank customers in Fabreville or Boisbriand through financial sales, trusted advice, and customer-centric relationship building. Support customers throughout their banking journey.
As an Investment & Personal Banking Specialist, you will provide exceptional service within Scotiabank’s Canadian Banking Branch network. You will educate customers, share relevant insights, create financial plans, and use financial planning tools. The position emphasizes results, collaboration, and long-standing customer relationships.
Key Responsibilities: Deliver trusted financial advice and exceptional customer service
Educate customers with relevant insights and expert advice
Create financial plans using applicable planning tool modules
Build relationships and grow existing customer relationships
Collaborate with peers, customers, and partners
Requirements: Sales management experience and ability to market Scotiabank
Robust relationship-building and client experience skills
License to sell mutual funds
Working toward the CIFP Diploma in Financial Planning
Results-driven approach to customer service and sales
Apply financial planning, sales management, and relationship-building skills as a Scotiabank Investment & Personal Banking Specialist.
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📌 Investment Banking Specialist Fabreville (Quebec City)
🏢 Scotiabank
📍 Quebec City