Position Overview
Lead financial success for clients as a Senior Investment & Personal Banking Expert with Scotiabank in Montreal, Quebec. Provide trusted advice and exceptional client-focused service.
In this key role, you will embody a customer-centric approach to delivering comprehensive financial solutions. With at least two years of experience, your focus will be on understanding and meeting client financial goals through advanced planning techniques. This includes providing complex solutions while enhancing the client experience and building enduring relationships.
Key Responsibilities:
β’ Offer a full range of customized financial solutions
β’ Assess financial needs and recommend appropriate strategies
β’ Focus on complex financial planning and advice
β’ Strengthen relationships with existing affluent clients
β’ Collaborate with peers for optimal client outcomes
Requirements:
β’ Two or more years of experience in financial sales...