Client-Focused Financial Planning & Banking Advisor

Scotiabank; Outaouais; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Quebec is looking for an Investment & Personal Banking Specialist. This role focuses on building strong customer relationships and delivering exceptional financial advice. Candidates should have sales management experience and ideally be on the path to obtaining a CIFP Diploma in Financial Planning. Enjoy a competitive compensation package and the opportunity to make a lasting impact on customers in a supportive and inclusive environment.

Benefits

Competitive compensation and benefits package

Career progression opportunities

Impactful community involvement

Qualifications

• Previous sales management experience with strong customer focus.
• Ability to build long-lasting client relationships.
• Must have or be working towards mutual funds license.

Responsibilities

• Deliver financial advice and sales to customers.
• Educate clients on financial tools and resources.
• Focus on creating and maintaining client relationships.

Skills

Sales management experience

Building strong customer relationships

Knowledge of mutual funds

Financial sales passion

Engagement

Education

CIFP Diploma in Financial Planning or equivalent

Job description

A leading financial institution in Quebec is looking for an Investment & Personal Banking Specialist. This role focuses on building strong customer relationships and delivering exceptional financial advice. Candidates should have sales management experience and ideally be on the path to obtaining a CIFP Diploma in Financial Planning. Enjoy a competitive compensation package and the opportunity to make a lasting impact on customers in a supportive and inclusive environment.