Senior Investment & Personal Banking Specialist-Place Scotia, Pointe Claire, Quebec

Scotiabank · Montreal, Quebec, Canada

Location

Montreal

Job Type

Full-time

Posted

March 22, 2026

Job Description

Is this role right for you?
 In this role, you will: Be passionate about financial sales as well as delivering trusted financial advice to customers 
Provide a full range of customized financial solutions using a financial planning approach
Understanding customers’ financial goals and preferences, analyzing their needs and recommending the appropriate strategies and solutions to help them achieve their goals
Focus on complex solutions and comprehensive financial planning
Be results-driven
Be highly engaged 
Demonstrate a collaborative approach when dealing with peers, customers, and partners
Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers
Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:
A minimum two years of related experience selling investment ...
        

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