Investment and personal banking expertise meets trusted financial advice in Sainte-Foy, Quebec, focused on customer relationships and financial sales.
As an Investment and Personal Banking Specialist at Scotiabank, you will serve customers across the Canadian Banking Branch network. You will educate customers, create financial plans, and provide relevant insights through financial planning tools. The role emphasizes relationship growth and exceptional client experiences.
Responsabilités clés :

Deliver trusted financial advice throughout each customer journey
Educate customers with relevant insights and expert advice
Create financial plans using relevant planning tool modules
Build long-standing relationships with existing customers
Collaborate with peers, customers, and partners
Exigences :

Sales management experience and ability to market Scotiabank
Strong relationship-building ability focused on client experience
License to sell mutual funds
Working toward the CIFP Diploma in Financial Planning
Sufficient English knowledge alongside French
Apply your financial sales, planning, and relationship-building skills as Scotiabank’s Investment and Personal Banking Specialist.

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Investment Banking Specialist Sainte-Foy