Virtual Financial Consultant

1 month ago

Carleton Place, Ontario, Canada Scotiabank Full time

Position:
Senior Financial Consultant

Join a purpose-driven team dedicated to achieving results within an inclusive and high-performing culture.

About the Role:
As a Senior Financial Consultant, you will play a crucial role in assisting clients in building their financial futures.

Our commitment to diversity and inclusion fosters a performance-oriented environment that emphasizes coaching, learning, and development, creating endless opportunities for growth.

At Scotiabank, your contributions will directly impact the financial well-being of our extensive customer base.

Your Responsibilities:
- Proactively identify and understand customer needs through attentive listening.
- Provide clients with valuable insights and expert financial advice.
- Develop comprehensive financial plans using a holistic approach to help clients achieve their objectives.
- Cultivate and maintain strong, long-lasting relationships with clients.

- Drive business growth by meeting individual and team sales targets, ensuring a positive customer experience.


Qualifications:
- A strong desire and capability to build meaningful customer relationships.
- A strategic mindset for creating personalized financial strategies, including banking, investment, and borrowing solutions.

- Proven success in achieving sales targets in a dynamic environment aligned with customer goals.

- A Mutual Funds license and completion of the CIFP Diploma.

What We Offer:
- The chance to join an innovative organization surrounded by a collaborative team of forward-thinkers.
- 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 outstanding performance.

- Support from leadership through meaningful development discussions that facilitate quicker advancement and internal training for your growth.

- Clear and transparent criteria for career progression, allowing you to advance without needing to relocate or wait for vacancies.

Location:
Canada: Ontario

At Scotiabank, we value the unique skills and experiences each individual brings and are dedicated to maintaining an inclusive and accessible environment for all.

If you require accommodations during the recruitment process, please inform our Recruitment team.

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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