Serve Beauport customers through financial sales, trusted advice, and personalized planning as an Investment and Personal Banking Specialist.
Scotiabank seeks a customer-centric specialist for its Canadian Banking Branch network. You will educate customers, provide relevant insights, create financial plans, and support exceptional service throughout each customer journey. The position requires relationship building, collaboration, and results focus.
Key Responsibilities:
- Deliver trusted financial advice and exceptional customer service
- Educate customers with relevant insights and expert advice
- Create financial plans using approved planning tools
- Build lasting 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 English knowledge alongside French
Apply financial sales, planning, and relationship-building expertise while serving Scotiabank customers in Beauport and Quebec.