Scotiabank
Personal Banking Advisor at Scotiabank
Job Description
Become an Investment and Personal Banking Specialist at Scotiabank in Rockland Shopping Centre, Mont Royal, QC. Provide impactful financial advice while enhancing client relationships.
In this customer-centric role, you'll be integral to the Canadian Banking Branch network. Your responsibilities include educating customers and developing tailored financial plans, utilizing various financial planning tools. Embrace the challenge of building strong client relationships while focusing on results and customer satisfaction.
Key Responsibilities: • Provide trusted financial advice during client interactions • Develop customized financial plans tailored to client goals • Build lasting relationships with mid-affluent customers • Effectively market Scotiabank’s financial services • Collaborate with colleagues to enhance client experiences
Requirements: • Strong sales management background in financial services • Licensed to sell mutual funds • Actively pursuing CIFP D...
In this customer-centric role, you'll be integral to the Canadian Banking Branch network. Your responsibilities include educating customers and developing tailored financial plans, utilizing various financial planning tools. Embrace the challenge of building strong client relationships while focusing on results and customer satisfaction.
Key Responsibilities: • Provide trusted financial advice during client interactions • Develop customized financial plans tailored to client goals • Build lasting relationships with mid-affluent customers • Effectively market Scotiabank’s financial services • Collaborate with colleagues to enhance client experiences
Requirements: • Strong sales management background in financial services • Licensed to sell mutual funds • Actively pursuing CIFP D...