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Senior Investment Representative
2 months ago
**About the Role**
Are you passionate about delivering trusted financial advice to customers and driving financial sales growth? Do you have a strong understanding of financial planning and a proven track record of success in sales management?
We're seeking a highly motivated and results-driven Senior Investment Representative to join our team at Scotiabank. As a key member of our sales team, you will be responsible for providing a full range of customized financial solutions to our customers, using a financial planning approach.
**Key Responsibilities**
- Develop and maintain strong relationships with customers, understanding their financial goals and preferences, and analyzing their needs to recommend the appropriate strategies and solutions.
- Provide complex solutions and comprehensive financial planning to customers, focusing on their long-term financial goals.
- Drive financial sales growth through effective sales management and marketing of Scotiabank's products and services.
- Build and maintain a strong network of relationships with peers, customers, and partners, demonstrating a collaborative approach and a commitment to delivering exceptional customer service.
- Stay up-to-date with industry trends and developments, and maintain a deep understanding of Scotiabank's products and services.
**Requirements**
- Minimum two years of related experience selling investment and credit products.
- Demonstrated sales management experience and the ability to market Scotiabank's products and services.
- A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
- Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
**What We Offer**
- A competitive compensation and benefits package customized for Retail Banking.
- The opportunity to make a lasting impact on customers and drive financial sales growth.
- An organization committed to making a difference in our communities, for you and your customers.
- An assigned book of mid to high affluent customers.
- The ability to provide complex solutions and comprehensive financial planning.
- Clear and transparent criteria to progress in your career.
**Language Requirements**
Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French, as they will serve an English-speaking clientele.
