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Investment Consultant
3 months ago
Requisition ID: #
Become part of a purpose-driven and successful team that is dedicated to achieving results within an inclusive and high-performing environment.
About the Role
Your responsibilities will include...
Investment Consultant
At Scotiabank, we empower our employees to shape their futures – where authenticity is valued, and collective success is celebrated. With a strong focus on diversity and inclusion, along with a culture that emphasizes performance, coaching, and professional growth, the opportunities are limitless. At Scotiabank, you can make a significant impact by helping our 25 million customers realize their financial aspirations.
What You'll Be Doing...
Our Consultants are customer-focused and skilled at establishing connections with individuals in a meaningful manner. As a vital member of the Canadian Banking Branch network, our primary goal is to deliver outstanding service throughout the customer journey by:
- Proactively identifying customer needs and actively listening to their requests.
- Providing education, relevant insights, and expert guidance to our clients.
- Creating comprehensive financial plans using a holistic approach to assist clients in achieving their objectives.
- Fostering strong, enduring relationships.
- Driving branch business growth by meeting individual and team sales targets that enhance the customer experience.
What You Need to Succeed...
- A strong desire and motivation to cultivate robust customer relationships and deliver exceptional service.
- A proven track record of meeting and surpassing sales goals in a dynamic environment aligned with customer objectives.
- The ability to identify and address customer needs effectively.
- Possession of a Mutual Funds license and progress towards the CIFP Diploma.
What We're Offering...
- An opportunity to be part of a forward-thinking organization surrounded by a collaborative team of innovative professionals.
- A competitive salary and benefits package.
- A commitment to making a positive impact in our communities – for you and our clients.
- Recognition and rewards for high performance, supported by leadership through meaningful development discussions that facilitate quicker advancement and internal training for your growth.
- Clear and transparent criteria for career progression.
- The ability to advance your career without needing to relocate or wait for a vacancy, allowing you to deepen relationships and enhance your expertise.
Scotiabank is a premier financial institution in the Americas. Guided by our mission: "for every future," we assist our customers, their families, and their communities in achieving success through a comprehensive range of advice, products, and services, including personal and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets.
At Scotiabank, we appreciate the unique skills and experiences each individual contributes to the Bank and are dedicated to fostering an inclusive and accessible environment for all. If you require accommodations during the recruitment process, please inform our Recruitment team. Candidates must apply online to be considered for this role. We appreciate all applicants for their interest in a career at Scotiabank; however, only those selected for an interview will be contacted.
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