Senior Investment & Personal Banking Specialist-Boucherville, Quebec

Job in Boucherville, Montérégie, Province de Québec, Canada

Listing for: Scotiabank

Full Time position
Listed on 2026-02-22

Job specializations:

Finance & Banking
Financial Sales, Financial Consultant, Banking & Finance
Sales
Financial Sales, Banking & Finance

Location: Boucherville

Is this role right for you?

In this role, you will:

Be passionate about financial sales as well as delivering trusted financial advice to customers

Provide a full range of customized financial solutions using a financial planning approach

Understanding customers’ financial goals and preferences, analyzing their needs and recommending the appropriate strategies and solutions to help them achieve their goals

Focus on complex solutions and comprehensive financial planning

Be results-driven

Be highly engaged

Demonstrate a collaborative approach when dealing with peers, customers, and partners

Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

A minimum two years of related experience selling investment and credit products

Demonstrated sales management experience and the ability to market Scotiabank

The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers

A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent)

What’s in it for you?

A competitive compensation and benefits package customized for Retail Banking

Ability to make a lasting impact on customers

An organization committed to making a difference in our communities – for you and your customers

An assigned book of mid to high affluent customers

Ability to provide complex solutions and comprehensive financial planning

You’ll receive clear transparent criteria to progress in your career

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