Investment & Personal Banking Pro — Grow Client Wealth

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

Job summary

A leading bank in the Americas is seeking an Investment & Personal Banking Specialist in Montreal to provide exceptional financial service. The role includes building strong client relationships and creating financial plans. Ideal candidates will have sales management experience and a license to sell mutual funds. This position promises a competitive compensation package and opportunities for growth.

Benefits

Competitive compensation and benefits package

Inclusive culture

Growth potential with assigned clients

Qualifications

• Sales management experience and ability to market financial services.
• Ability to build strong relationships providing client experience.
• License to sell mutual funds and working towards CIFP Diploma.

Responsibilities

• Deliver exceptional service throughout the customer’s journey.
• Provide trusted financial advice to clients.
• Create financial plans using relevant tools.

Job description

A leading bank in the Americas is seeking an Investment & Personal Banking Specialist in Montreal to provide exceptional financial service. The role includes building strong client relationships and creating financial plans. Ideal candidates will have sales management experience and a license to sell mutual funds. This position promises a competitive compensation package and opportunities for growth.