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Client-Centric Banking Specialist Role

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Scotiabank
📍 pointe claire, Canada
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Location pointe claire
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Posted June 13, 2026
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Commute Local Area
🎯
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

Join Scotiabank as an Investment & Personal Banking Specialist in Pointe-Claire, Quebec and make a difference in clients' lives. This role emphasizes financial sales and exceptional client engagement.
As a key member of the Canadian Banking Branch network, your focus will be on delivering trusted financial advice and understanding customer needs. Passion for sales and a collaborative approach will enable you to build strong relationships and enhance client experiences throughout their financial journey.
Key Responsibilities:
• Provide relevant financial insights to clients
• Develop and implement customized financial plans
• Cultivate robust relationships with existing clients
• Work closely with peers to achieve shared goals
• Prioritize client satisfaction and results orientation
Requirements:
• Experience in sales management and marketing banking services
• Current mutual funds license and CIFP Diploma in progress
• Strong relationship-building skill...

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📍 Location Details

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City
pointe claire
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Country
Canada
🚗
Commute
Local Area

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