Investment & Personal Banking Specialist - St. Jacques O, Montreal Qc

Job in Montreal, Montréal, Province de Québec, Canada

Listing for: Scotiabank

Full Time position
Listed on 2026-01-17

Job specializations:

Finance & Banking
Financial Consultant, Financial Sales
Sales
Financial Sales

Location: Montreal

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

Educate customers, providing relevant insights and expert advice

Create financial plans, leveraging relevant financial planning tool modules and select advice based tools and resources

Understand the importance of being 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:

Sales management experience and the ability to market Scotiabank

The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers

A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent)

What’s in it for you?

A competitive compensation and benefits package

Ability to make a lasting impact on customers

An inclusive culture where we value and recognize our employees’ contributions

An organization committed to making a difference in our communities – for you and your customers

You will have an assigned book of mid-affluent customers and the ability to build on this book with growth potential customers

You’ll receive clear transparent criteria to progress in your career

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