Senior Investment & Personal Banking Specialist Trainee

Scotiabank; Laval; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading bank in the Americas is seeking a Senior Investment & Personal Banking Specialist in Laval, Quebec. This role focuses on providing excellent customer service and delivering comprehensive financial solutions. Ideal candidates will have experience in financial sales and the ability to build meaningful customer relationships. A competitive compensation package is offered, along with a commitment to staff growth and community impact.

Benefits

Competitive compensation and benefits

Opportunity for career progression

Impactful community initiatives

Qualifications

• Minimum two years of experience selling investment and credit products.
• Demonstrated ability to build strong relationships.
• Experience in delivering financial advice.

Responsibilities

• Provide exceptional service throughout the customer’s journey.
• Deliver trusted financial advice to customers.
• Analyze customers’ needs and recommend appropriate strategies.

Skills

Financial sales

Sales management

Customer relationship building

Financial planning

Education

License to sell mutual funds

CIFP Diploma in Financial Planning (or equivalent)

Job description

A leading bank in the Americas is seeking a Senior Investment & Personal Banking Specialist in Laval, Quebec. This role focuses on providing excellent customer service and delivering comprehensive financial solutions. Ideal candidates will have experience in financial sales and the ability to build meaningful customer relationships. A competitive compensation package is offered, along with a commitment to staff growth and community impact.