Investment and Banking Specialist at Scotiabank

Elevate your career with Scotiabank as an Investment & Personal Banking Specialist in Pointe-Claire, Quebec. Provide exceptional client service and trusted financial advice while building lasting relationships.

In this vital role within the Canadian Banking Branch network, you will drive financial sales, educate clients, and craft tailored financial plans. Your passion for customer experience and results-oriented mindset will help you succeed in connecting with clients and enhancing their financial journey.

Key Responsibilities:
• Deliver expert financial advice and insights to clients
• Create personalized financial plans using planning tools
• Build and nurture relationships with mid-affluent clients
• Collaborate effectively with peers and partners
• Achieve results and meet established financial goals

Requirements:
• Proven sales management experience in banking
• License to sell mutual funds (CIFP Dip...