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Senior Financial Solutions Consultant

3 months ago

Montreal, Quebec, Canada Scotiabank Full time

Senior Financial Solutions Consultant

Become a vital member of our organization as a Senior Financial Solutions Consultant, where your expertise will significantly enhance the financial well-being of our clients. Your ability to connect with individuals in a meaningful manner will be key in identifying and addressing their financial aspirations and needs.

  • Deliver a comprehensive suite of tailored financial services through a strategic planning methodology
  • Evaluate client requirements and propose suitable strategies and solutions
  • Emphasize intricate solutions and holistic financial planning
  • Qualifications: At least two years of experience in selling investment and credit offerings, a license to market mutual funds, and actively pursuing the CIFP Diploma in Financial Planning

Scotiabank stands as a premier financial institution in the Americas, dedicated to positively impacting our communities. We embrace diversity and are committed to fostering an inclusive atmosphere for all.

If you need assistance during the recruitment process, please inform our Recruitment team. Apply directly online to be considered for this opportunity.