Personal Banking Advisor

Scotiabank seeks a customer-centric banking specialist for Montreal, focused on financial sales, expert advice, and lasting client relationships.

As an Investment and Personal Banking Specialist, you serve customers across the Canadian Banking Branch network. You deliver exceptional service, explain relevant insights, and develop financial plans through designated tools. Success requires a results-driven mindset, collaborative communication, and commitment to growing existing customer relationships.

• Educate customers through relevant insights and expert advice
• Deliver exceptional service throughout the customer journey
• Develop financial plans with selected advice resources
• Grow long-standing relationships with existing customers
• Maintain a collaborative approach with banking partners

• Experience managing sales and marketing Scotiabank
• Strong relationship-building and client experience abilities
• Licensed to sell mutual funds
• Working toward CIFP Diploma or recognized equivalent
• French and English knowledge for regular interactions

Bring customer-centric service, financial sales, and planning capabilities to Scotiabank’s Investment and Personal Banking Specialist position in Montreal.