Financial Advisor Associate at Scotia Bank

Transform client financial experiences as a Financial Advisor Associate in Montreal with Scotia Bank. Provide exceptional, client-centered service and strategic financial solutions.

As an Associate Private Banker, you'll enhance the client experience by understanding and fulfilling their financial needs. You'll work closely with Private Bankers, supporting client meetings and ensuring optimal adherence to compliance and risk management practices.

Key Responsibilities:
• Deliver superior service during all client engagement
• Understand and assess client financial needs effectively
• Appropriately recommend tailored banking and investment solutions
• Collaborate with Private Bankers on client interactions
• Monitor risk exposure and compliance requirements

Requirements:
• 3-5 years relevant banking experience in Retail or Commercial
• Degree preferred from university or college
• Comprehensive knowled...