Full-time

Senior Investment & Personal Banking Specialist-René- Levesque & Robert- Bourassa, Montreal, Quebec

Posted by Scotiabank • March 15, 2026

📍 Montreal, Quebec, Canada

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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 customers 
Provide a full range of customized financial solutions using a financial planning approach
Understanding customers’ 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 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:
A minimum two years of related experience selling investment ...
            

Job Details

Location Montreal, Quebec
Job Type Full-time
Category Financial Specialists
Posted March 15, 2026
Deadline April 24, 2026

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