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Senior Financial Consultant

2 months ago

Lancaster Park, Alberta, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled and motivated Financial Services Expert to join our team at Scotiabank.

Key Responsibilities
  1. Customer Relationship Building: Develop and maintain strong relationships with customers to understand their financial needs and provide personalized advice and solutions.
  2. Financial Planning: Create comprehensive financial plans for customers, taking into account their goals, risk tolerance, and financial situation.
  3. Product and Service Recommendations: Offer and explain various financial products and services to customers, ensuring they are aligned with their needs and goals.
  4. Sales and Business Development: Meet and exceed sales targets by identifying and pursuing new business opportunities, and building strong relationships with existing customers.
Requirements
  1. Strong Communication Skills: Excellent verbal and written communication skills, with the ability to effectively communicate complex financial information to customers.
  2. Financial Knowledge: In-depth knowledge of financial products and services, including investments, insurance, and banking products.
  3. Business Acumen: Strong understanding of business principles and practices, including sales and marketing strategies.
  4. Customer Focus: A customer-centric approach, with a focus on delivering exceptional customer service and building long-term relationships.
What We Offer
  1. Competitive Compensation: A competitive salary and bonus structure, with opportunities for career advancement and professional growth.
  2. Benefits and Perks: A comprehensive benefits package, including health and dental insurance, retirement savings plan, and paid time off.
  3. Professional Development: Ongoing training and development opportunities, including workshops, conferences, and online courses.
  4. Collaborative Team Environment: A dynamic and supportive team environment, with opportunities to collaborate with colleagues and build strong relationships.