Serve Brossard customers as an Investment and Personal Banking Specialist, using financial sales expertise and trusted advice in French and English.
As part of Scotiabank's Canadian Banking Branch network, you will provide exceptional service throughout each customer journey. You will educate customers, create financial plans, and use relevant planning tools. The position emphasizes relationship building, collaboration, and results-driven financial guidance.
Key Responsibilities:
- Deliver trusted financial advice and exceptional customer service
- Educate customers with relevant insights and expert advice
- Create financial plans using relevant planning tool modules
- 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 skills
- Mutual funds sales license
- Working toward the CIFP Diploma in Financial Planning
- Sufficient French and English knowledge for regular collaboration
Bring financial sales, planning, and relationship-building strengths to Scotiabank's Investment and Personal Banking Specialist team in Quebec.