Posted: June 10, 2026
Scotiabank Investment & Personal Banking Specialist, Saint-Romuald is listed at Scotiabank in : Saint-romuald, QC. The Beaver Board aggregates this opening from the employer's career page — apply using the button below to reach the official application. Browse more jobs at Scotiabank.
A passion for financial sales and the ability to deliver expert financial advice are at the heart of this specialist role. You will educate customers by providing relevant insights, guiding them through various financial planning tool modules and select advice-based resources. This involves creating comprehensive financial plans tailored to individual needs, demonstrating a results-driven approach to client success. Your collaborative approach will extend to peers, customers, and partners, ensuring a seamless and supportive environment. A key aspect of this role is the ability to build and nurture relationships, focusing on providing a great client experience that grows long-standing connections with existing and potential customers within your assigned book of mid-affluent clients.
To excel in this Investment & Personal Banking Specialist position, candidates should possess strong sales management experience and a proven ability to market Scotiabank's comprehensive range of banking and financial products. The successful candidate will demonstrate an exceptional ability to build and strengthen relationships, consistently providing a great client experience that fosters growth with existing customers. A license to sell mutual funds is essential, alongside working towards the CIFP Diploma in Financial Planning or a bank-recognized equivalent, which underscores the commitment to providing sophisticated financial advice. Scotiabank values employees' contributions within an inclusive culture and offers clear, transparent criteria for career progression, recognizing your ability to make a lasting impact on customers and contribute to the community, supported by a competitive compensation and benefits package.
