High-Profile Financial Specialist

2 weeks ago


Montreal, Quebec, Canada Scotiabank Full time
Role Overview

We are seeking a highly skilled and customer-focused Investment & Personal Banking Specialist to join our team in Montreal, Quebec.

About the Position

In this role, you will be responsible for delivering exceptional service to customers, providing trusted financial advice, and creating customized financial plans tailored to their needs.

The ideal candidate will have a strong passion for financial sales, excellent communication skills, and the ability to build long-lasting relationships with clients.

This position offers a competitive compensation package, including a salary range of $60,000 - $80,000 per year, depending on experience, as well as opportunities for growth and professional development within Scotiabank.

Key Responsibilities
  1. Develop and implement comprehensive financial plans for clients, leveraging relevant tools and resources.
  2. Provide expert advice and guidance on financial products and services, ensuring seamless customer experiences.
  3. Collaborate with peers and partners to drive business results and achieve sales targets.

The successful candidate will have a license to sell mutual funds and be working towards the CIFP Diploma in Financial Planning or a recognized equivalent. A strong background in sales management and relationship-building is also essential.

Benefits and Opportunities
  • A competitive compensation package, including a base salary of $65,000 per year.
  • Ongoing training and development opportunities to enhance your skills and knowledge.
  • A collaborative and inclusive work environment that values diversity and recognizes employee contributions.
  • The chance to make a lasting impact on customers' lives and contribute to the success of Scotiabank.


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