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.

📌 Investment Banking Specialist Fabreville (Laval)
🏢 Scotiabank
📍 Laval