Location
montreal
Posted
June 01, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Become an Investment & Personal Banking Specialist Trainee at Scotiabank in Montreal, Quebec. Focus on customer-centric financial sales and provide expert financial advice.
This unique position offers the chance to educate clients, create financial plans, and maintain valuable long-term relationships. As a vital part of Scotiabankβs Canadian Banking Branch network, your results-oriented approach and collaborative mindset will contribute to a superior customer experience.
Key Responsibilities:
β’ Educate customers on financial concepts and services
β’ Develop customized financial plans for clients
β’ Build and maintain client relationships for growth
β’ Collaborate with peers to enhance customer interactions
β’ Achieve sales targets and objectives consistently
Requirements:
β’ Experience in sales management preferred
β’ Must hold a mutual fund sales license
β’ Actively working towards CFA or CIFP qualificatio...
This unique position offers the chance to educate clients, create financial plans, and maintain valuable long-term relationships. As a vital part of Scotiabankβs Canadian Banking Branch network, your results-oriented approach and collaborative mindset will contribute to a superior customer experience.
Key Responsibilities:
β’ Educate customers on financial concepts and services
β’ Develop customized financial plans for clients
β’ Build and maintain client relationships for growth
β’ Collaborate with peers to enhance customer interactions
β’ Achieve sales targets and objectives consistently
Requirements:
β’ Experience in sales management preferred
β’ Must hold a mutual fund sales license
β’ Actively working towards CFA or CIFP qualificatio...