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Investment Consultant
3 months ago
Become part of a purpose-driven team that is dedicated to achieving results within an inclusive and high-performing environment.
Position OverviewYour responsibilities will include...
As a Financial Advisor at Scotiabank, you will play a crucial role in assisting clients in shaping their financial futures. Our commitment to diversity and inclusion, along with a culture focused on performance, coaching, and development, provides you with numerous opportunities to make a significant impact. You will be instrumental in helping our extensive customer base realize their financial aspirations.
Your key duties will involve...
- Proactively identifying and understanding customer needs through active listening.
- Providing customers with insightful education and expert financial guidance.
- Creating comprehensive financial plans that adopt a holistic approach to help clients meet their objectives.
- Fostering strong, enduring relationships with clients.
- Driving branch growth by achieving individual and team sales targets that enhance the customer experience.
To excel in this role, you will need...
- A strong desire and capability to build lasting customer relationships while delivering exceptional service.
- A proven track record of surpassing sales goals in a dynamic environment that aligns with customer objectives.
- The ability to identify and address customer needs effectively.
- A Mutual Funds license and progress towards the CIFP Diploma.
What we offer...
- An opportunity to join 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 both you and our clients.
- Recognition and rewards for high performance, supported by leadership through meaningful development discussions that facilitate faster career 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 prominent financial institution in the Americas. Guided by our mission: "for every future", we assist our clients, their families, and communities in achieving success through a wide array of financial advice, products, and services, including personal and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences that each individual contributes to the organization and are dedicated to fostering an inclusive and accessible environment for all. If you require accommodation during the recruitment process, please inform our Recruitment team. Candidates must apply directly online to be considered for this position. We appreciate all applicants for their interest in a career at Scotiabank; however, only those selected for an interview will be contacted.
