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.

📌 Investment Banking Specialist Beauport (Quebec City)
🏢 Scotiabank
📍 Quebec City