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Investment Specialist Role in Quebec

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Scotiabank
πŸ“ saint lambert, Canada
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Location saint lambert
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Posted June 10, 2026
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Commute Local Area
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Job Description

Advance your career with Scotiabank as an Investment & Personal Banking Specialist located in Saint-Lambert, Quebec. Focus on customer-centric financial advice and exceptional service.

As an essential part of the Canadian Banking Branch, your role emphasizes delivering trusted financial insights and creating tailored financial plans for clients. Your sales management experience will be crucial in building strong relationships with a book of mid-affluent customers. Be part of a culture that values collaboration and results.

Key Responsibilities: β€’ Create and deliver customized financial plans for customers β€’ Educate clients on financial products and services β€’ Focus on growing long-term relationships with clients β€’ Collaborate with team members to enhance customer journeys β€’ Pursue financial sales goals consistently

Requirements: β€’ Sales management experience in the banking sector β€’ Must hold a mutual fund sales license; pursuing CIFP Diploma is an asset β€’ Pro...

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πŸ“ Location Details

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City
saint lambert
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Country
Canada
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Commute
Local Area

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