Support Scotiabank customers in Montreal with comprehensive financial planning and relationship-focused personal banking advice. This customer-centric specialist role requires French and English.
As a Senior Investment and Personal Banking Specialist, you will serve within the Canadian Banking Branch network. You will provide a full range of customized solutions using a financial planning approach. The position focuses on complex needs, trusted recommendations, results, and a strong client experience. You will also grow relationships with existing customers through relatable service and collaboration.
Key Responsibilities:

Deliver exceptional service throughout the customer journey
Provide comprehensive financial planning for complex solutions
Understand customer goals and preferences
Recommend strategies and solutions for customer objectives
Grow long-standing customer relationships
Requirements:

At least two years of related experience
Experience selling investment and credit products
Demonstrated sales management experience
License to sell mutual funds
French and sufficient English knowledge
Bring customer-centric advice, financial planning, and sales management experience to Scotiabank’s personal banking customers in Montreal.

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Senior Personal Banking Advisor Montreal