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Senior Investment & Personal Banking Specialist-Sherbrooke & Harvard, Montreal, Quebec

๐Ÿข
Scotiabank
๐Ÿ“ Montreal, Canada
๐Ÿ“
Location Montreal
๐Ÿ“…
Posted March 20, 2026
๐Ÿš—
Commute Local Area
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Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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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 customersย 
  • Provide a full range of customized financial solutions using a financial planning approach
  • Understanding customersโ€™ 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 engagedย 
  • 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? โ€“ Weโ€™d love to work with you if you have:

  • A minimum two years of related experience selling investment ...
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    ๐Ÿ“ Location Details

    ๐ŸŒ†
    City
    Montreal
    ๐Ÿ—บ๏ธ
    Country
    Canada
    ๐Ÿš—
    Commute
    Local Area

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