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Financial Services Advisor

3 months ago

Montreal, Quebec, Canada Scotiabank Full time

Become part of a results-oriented team that prioritizes purpose and inclusivity in a high-performance environment.

Position Overview

As a Financial Services Advisor specializing in Investment and Personal Banking, your role is centered around customer engagement and relationship building. You will be a vital contributor to the Canadian Banking Branch network, ensuring exceptional service throughout the client’s financial journey.

Key Responsibilities:

  1. Demonstrate enthusiasm for financial sales while providing reliable financial guidance to clients.
  2. Inform clients by sharing valuable insights and expert recommendations.
  3. Develop comprehensive financial strategies using appropriate planning tools and resources.
  4. Emphasize the significance of achieving results.
  5. Foster a collaborative environment when interacting with colleagues, clients, and partners.
  6. Establish and nurture relationships, focusing on delivering an outstanding client experience and enhancing long-term connections with existing clients.

Qualifications for Success:

  1. Experience in sales management with the capability to promote Scotiabank effectively.
  2. Proven ability to cultivate strong relationships that prioritize client satisfaction and foster growth with existing clients.
  3. Possession of a mutual funds sales license and progress towards the CIFP Diploma in Financial Planning (or a recognized equivalent).

Benefits of the Role:

  1. Competitive salary and benefits package.
  2. Opportunity to make a significant impact on clients’ financial well-being.
  3. A culture that values and acknowledges employee contributions.
  4. A commitment to community involvement, benefiting both you and your clients.
  5. Management of a designated portfolio of mid-affluent clients with potential for growth.
  6. Clear and transparent criteria for career advancement.

At Scotiabank, we appreciate the diverse skills and experiences each individual brings, and we are dedicated to fostering an inclusive and accessible workplace for all. If you require any accommodations during the recruitment process, please inform our Recruitment team. We appreciate all applicants for their interest in a career with Scotiabank; however, only those selected for an interview will be contacted.