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Wealth Management Consultant

3 months ago

South Porcupine, Canada Scotiabank - Global Banking and Markets Full time

Requisition ID: 204756

At Scotiabank, we are dedicated to fostering a results-oriented environment within a diverse and high-achieving culture.

Position Overview

Your Responsibilities...
As a Financial Advisor, you will play a crucial role in enhancing our clients' financial well-being. Our Advisors are skilled in establishing meaningful connections with clients and are committed to delivering exceptional service throughout their financial journey by:

  1. Proactively identifying client needs and actively listening to their requests.
  2. Providing insightful education and expert financial guidance.
  3. Creating comprehensive financial plans tailored to help clients achieve their objectives.
  4. Fostering enduring relationships built on trust and reliability.
  5. Driving branch growth by meeting individual and team sales targets while ensuring a positive client experience.
Qualifications for Success...
  1. A strong desire to cultivate client relationships and deliver outstanding service.
  2. Demonstrated success in achieving sales goals in a dynamic environment aligned with client aspirations.
  3. Adept at identifying and addressing client needs effectively.
  4. Possession of a Mutual Funds license and actively pursuing the CIFP Diploma.
What We Offer...
  1. The chance to be part of a forward-thinking organization surrounded by a collaborative team of innovative professionals.
  2. A competitive salary and comprehensive benefits package.
  3. A commitment to making a positive impact in our communities for both clients and employees.
  4. Recognition and rewards for high performance, supported by leadership through meaningful development discussions.
  5. Clear and transparent criteria for career advancement.
  6. Opportunities for career growth without the need to relocate, allowing you to deepen client relationships and enhance your expertise.

Scotiabank is a leading financial institution in the Americas, dedicated to helping our clients, their families, and communities achieve success through a wide array of financial products and services, including personal and commercial banking, wealth management, and investment banking. We value the unique skills and experiences each individual brings and are committed to maintaining an inclusive and accessible environment for all.