Senior Wealth Management Specialist

4 weeks ago

Canada Scotiabank Full time
Position: Senior Wealth Management & Personal Banking Specialist

Requisition ID: 203514

Become part of a purpose-driven, high-achieving team that values inclusivity and results. Role Overview

As a Senior Wealth Management & Personal Banking Specialist, your customer-focused approach enables you to connect with clients in a meaningful manner. As a vital member of the Canadian Banking Branch network, your primary objective is to deliver outstanding service throughout the customer experience.

Are you the right fit for this position? In this role, you will:

  • Exhibit enthusiasm for financial sales while providing reliable financial guidance to clients.
  • Offer a comprehensive array of tailored financial solutions utilizing a strategic planning methodology.
  • Comprehend clients' financial aspirations and preferences, assessing their requirements and proposing suitable strategies and solutions to help them reach their objectives.
  • Concentrate on intricate solutions and holistic financial planning.
  • Be driven by results.
  • Foster a collaborative environment when interacting with colleagues, clients, and partners.
  • Cultivate relationships, emphasizing exceptional client experiences and nurturing long-term connections with existing clients.

Do you possess the qualifications that will enable you to excel in this position? – We would be eager to collaborate with you if you have:

  • At least two years of relevant experience in selling investment and credit offerings.
  • Proven sales management expertise and the capability to promote Scotiabank effectively.
  • The ability to forge strong relationships centered on delivering exceptional client experiences and enhancing relationships with current clients.
  • A license to sell mutual funds and progress towards the CIFP Diploma in Financial Planning (or an equivalent recognized by the bank).

What can you expect in return?

  • A competitive salary and benefits package tailored for Retail Banking.
  • The opportunity to make a significant impact on clients.
  • A commitment from the organization to contribute positively to our communities – for you and your clients.
  • An assigned portfolio of mid to high net worth clients.
  • The ability to provide intricate solutions and comprehensive financial planning.
  • Clear and transparent criteria for career advancement.

Please note that the successful candidate will be required to communicate effectively in both English and French to serve a diverse clientele.

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