More jobs:
Personal Banking Financial Advisor
Job in
Vaudreuil-Dorion, Montérégie, Province de Québec, Canada
Listing for:
Scotiabank
Full Time
position
Listed on 2026-11-09
Job specializations:
-
Finance & Banking
Financial Sales, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Job Description & How to Apply Below
Help Scotiabank customers shape financial plans through relatable advice, customer education, and relationship-focused personal banking in Vaudreuil-Dorion.
As an Investment and Personal Banking Specialist, you will serve customers within the Canadian Banking Branch network. The position centers on financial sales, expert guidance, relevant planning tools, and strong client experiences. You will manage an assigned book of mid-affluent customers while developing growth potential.
Key Responsibilities:- Deliver exceptional service across the customer’s journey
- Provide financial advice and relevant customer insights
- Use financial planning tool modules and advice resources
- Grow long-standing relationships with existing customers
- Focus on results while collaborating with partners
- Passion for financial sales and trusted customer advice
- Ability to build strong customer relationships
- Experience managing sales
- License to sell mutual funds
- Sufficient English knowledge for regular collaboration
Use customer education, financial planning, and relationship skills to support Scotiabank’s personal banking customers.
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