Financial Services Specialist

3 weeks ago


Montreal, Quebec, Canada Scotiabank Full time
About the Role

We are seeking a skilled and customer-centric professional to join our team as a Financial Services Specialist.

As a key member of the Canadian Banking Branch network, you will provide exceptional service to customers throughout their financial journey.

Key responsibilities include:

  • Delivering trusted financial advice and educating customers on relevant financial planning tools and resources.
  • Creating personalized financial plans and providing expert guidance to customers.
  • Buidling long-standing relationships with existing customers and growing a portfolio of mid-affluent clients.
  • Collaborating with peers and partners to drive results and meet customer needs.

Requirements include:

  • Proven sales management experience and ability to market Scotiabank services.
  • Strong relationship-building skills and ability to provide a great client experience.
  • Licence to sell mutual funds and working towards the CIFP Diploma in Financial Planning.

What We Offer:

  • A competitive compensation and benefits package.
  • The opportunity to make a lasting impact on customers and grow a successful client base.
  • An inclusive culture where employees' contributions are valued and recognized.
  • A commitment to making a difference in our communities.

Location(s): Canada : Quebec : Montreal

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families and their communities achieve success through a broad range of advice, products and services.

We value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone.



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