Wealth & Personal Banking Trainee - Investment Solutions

Scotiabank; Montreal; On-site; CAD 55,000 - 75,000; Full time

Job summary

Scotiabank in Montreal is seeking a Senior Investment & Personal Banking Specialist Trainee who focuses on delivering tailored financial advice and services to a diverse client base. You will help clients plan and implement strategies across investments, credit products, and wealth solutions.

The role emphasizes building lasting relationships, exceptional service, and a collaborative approach with branches and partners.

Qualifications

• Minimum two years of related experience selling investment and credit products.
• License to sell mutual funds and working towards CIFP Diploma.
• Ability to build strong client relationships and deliver customized financial solutions.

Responsibilities

• Provide a full range of customized financial solutions using a financial planning approach.
• Understand customers' financial goals and recommend strategies to help them achieve those goals.
• Focus on complex solutions and comprehensive financial planning.
• Be results-driven and collaborate with peers, customers, and partners.
• Build relationships and grow long-standing relationships with existing customers.

Skills

Sales experience

Relationship management

Financial planning

Team collaboration

Education

Mutual funds license

CIFP Diploma in Financial Planning (or Bank recognized equivalent)

Job description

Scotiabank in Montreal is seeking a Senior Investment & Personal Banking Specialist Trainee who focuses on delivering tailored financial advice and services to a diverse client base. You will help clients plan and implement strategies across investments, credit products, and wealth solutions.

The role emphasizes building lasting relationships, exceptional service, and a collaborative approach with branches and partners.