Financial Services Professional

8 hours ago


Montreal, Quebec, Canada Scotiabank Full time

About the Role:


As an Investment & Personal Banking Specialist at Scotiabank, you will be an essential member of our Canadian Banking Branch network, providing exceptional service to our customers throughout their journey. Key responsibilities include:



  • Providing trusted financial advice and delivering exceptional sales results
  • Educating customers on financial planning and relevant insights
  • Creating financial plans using our financial planning tool modules
  • Collaborating with peers, customers, and partners to build strong relationships
  • Focusing on providing a great client experience and growing long-standing relationships with existing customers

Requirements:



  • Sales management experience and the ability to market Scotiabank
  • Ability to build strong relationships focused on providing a great client experience
  • License to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent)

What's in it for you?



  • Competitive compensation and benefits package
  • Ability to make a lasting impact on customers
  • Inclusive culture where we value and recognize our employees' contributions
  • Organization committed to making a difference in our communities

Location: Canada, Quebec, Montreal


At Scotiabank, we strive to create an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.



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