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Investment Banking Specialist

2 months ago

Montreal, Quebec, Canada Scotiabank Full time
About the Role

We are seeking a highly motivated Investment & Personal Banking Specialist to join our team in Montreal, QC. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers throughout their financial journey.

Key Responsibilities:

  • Deliver trusted financial advice and sales expertise to customers
  • Educate customers on financial planning and wealth management strategies
  • Create personalized financial plans using relevant tools and resources
  • Build strong relationships with customers and colleagues to drive business growth
  • Stay up-to-date on industry trends and regulatory requirements

Requirements:

  • Proven sales management experience and ability to market financial products
  • Strong communication and interpersonal skills
  • Licenses to sell mutual funds and working towards CIFP Diploma in Financial Planning

What We Offer:

  • A competitive compensation and benefits package
  • Opportunities for career growth and professional development
  • A collaborative and inclusive work environment
  • The chance to make a lasting impact on customers and the community

At Scotiabank, we value diversity and inclusion in the workplace. If you require accommodation during the recruitment and selection process, please let us know. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.