Financial Services Professional
3 weeks ago
Key Responsibilities:
- Develop and maintain strong relationships with customers to understand their financial needs and goals.
- Provide expert advice and guidance on investment and retirement planning, wealth management, and financial planning.
- Work closely with customers to create comprehensive financial plans that meet their individual needs.
- Stay up-to-date with market trends and economic conditions to provide informed advice to customers.
- Meet and exceed sales targets to grow the branch business and deliver a positive customer experience.
Requirements:
- Proven ability to build strong relationships with customers and deliver exceptional customer service.
- Strong communication and interpersonal skills to effectively engage with customers and colleagues.
- Ability to work in a fast-paced environment and meet sales targets.
- Mutual Funds licence and working towards the CIFP Diploma.
What We Offer:
- A competitive compensation and benefits package.
- A collaborative team environment with opportunities for growth and development.
- A commitment to diversity and inclusion, with a focus on creating a positive and inclusive workplace culture.
- Opportunities for professional development and training to support career advancement.
About Scotiabank:
Scotiabank is a leading bank in the Americas, committed to helping our customers achieve their financial goals. We value diversity and inclusion, and are dedicated to creating a positive and inclusive workplace culture.
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