09 Nov
|
Scotiabank
|
Quebec City
09 Nov
Scotiabank
Quebec City
Investment banking specialists in Beauport build trusted financial relationships through advice, financial sales, and exceptional customer service. This customer-facing role serves Scotiabank clients.
As an Investment & Personal Banking Specialist, you support Scotiabank’s Canadian Banking Branch network. You educate customers, create financial plans, and provide relevant insights throughout their journey. The role emphasizes relationship growth, client experience, and collaboration with peers, customers, and partners.
Key Responsibilities: Deliver trusted financial advice and exceptional customer service
Educate customers with relevant insights and expert advice
Create financial plans using planning tools and resources
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 focus
Mutual funds sales license
Working toward the CIFP Diploma in Financial Planning
Sufficient English knowledge alongside French
Bring financial sales, planning, and relationship-building expertise to Scotiabank customers in Beauport and Quebec.
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📌 Investment Banking Specialist Beauport (Quebec City)
🏢 Scotiabank
📍 Quebec City