Investment Banking Specialist Brossard

Location: Brossard

Serve Brossard customers as an Investment and Personal Banking Specialist, using financial sales expertise and trusted advice in French and English.
As part of Scotiabank's Canadian Banking Branch network, you will provide exceptional service throughout each customer journey. You will educate customers, create financial plans, and use relevant planning tools. The position emphasizes relationship building, collaboration, and results-driven financial guidance.

Key Responsibilities:

Deliver trusted financial advice and exceptional customer service
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
Requirements:
Sales management experience and ability to market Scotiabank
Strong relationship-building and client experience skills
Mutual funds sales license
Working toward the CIFP Diploma in Financial Planning
Sufficient French and English knowledge for regular collaboration
Bring financial sales, planning, and relationship-building strengths to Scotiabank's Investment and Personal Banking Specialist team in Quebec.