Help Scotiabank customers shape financial plans through relatable advice, customer education, and relationship-focused personal banking in Vaudreuil-Dorion.
As an Investment and Personal Banking Specialist, you will serve customers within the Canadian Banking Branch network. The position centers on financial sales, expert guidance, relevant planning tools, and strong client experiences. You will manage an assigned book of mid-affluent customers while developing growth potential.
Key Responsibilities: Deliver exceptional service across the customer’s journey
Provide financial advice and relevant customer insights
Use financial planning tool modules and advice resources
Grow long-standing relationships with existing customers
Focus on results while collaborating with partners
Requirements: Passion for financial sales and trusted customer advice
Ability to build solid customer relationships
Experience managing sales
License to sell mutual funds
Sufficient English knowledge for regular collaboration
Use customer education, financial planning, and relationship skills to support Scotiabank’s personal banking customers.

#J-18808-Ljbffr

📌 Personal Banking Financial Advisor (Quebec City)
🏢 Scotiabank
📍 Quebec City