Title: Senior Investment & Personal Banking Specialist- Sherbrooke, QC Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. About the role As a Senior Investment & Personal Banking Specialist, you are customer‑centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service throughout the customer’s journey. Responsibilities 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 Understand customers’ financial goals and preferences, analyze their needs and recommend the appropriate strategies and solutions to help them achieve their goals Focus on complex solutions and comprehensive financial planning Be results‑driven 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 Qualifications Minimum two years of related experience selling investment and credit products Demonstrated sales management experience and the ability to market Scotiabank Strong relationship‑building skills focused on providing a great client experience and growing relationships with existing customers License to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or bank recognized equivalent) Benefits Competitive compensation and benefits package customized for Retail Banking Ability to make a lasting impact on customers Organization committed to making a difference in our communities – for you and your customers Assigned book of mid to high affluent customers Ability to provide complex solutions and comprehensive financial planning Clear, transparent criteria to progress in your career Location: Canada – Quebec – Sherbrooke Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. #J-18808-Ljbffr