Wealth Management Advisor

3 weeks ago

Montreal, Quebec, Canada Banque Scotia Full time

Shape Financial Futures at Banque Scotia

We are seeking a dedicated and passionate Wealth Management Advisor to join our team of financial experts. In this role, you will have the opportunity to make a real difference in the lives of our clients by providing personalized financial guidance and helping them achieve their long-term goals.

As a Wealth Management Advisor, you will leverage your expertise to:

  • Develop comprehensive financial plans tailored to individual client needs.
  • Provide expert advice on investment strategies, retirement planning, and other key financial matters.
  • Build and maintain strong relationships with clients based on trust and mutual respect.
  • Collaborate effectively with colleagues to deliver exceptional customer service.

Ideal Candidate Profile:

We are looking for a highly motivated individual with a proven track record in the financial services industry. You should possess strong analytical and communication skills, as well as a commitment to providing exceptional client experiences.

The ideal candidate will also have:

  • Experience in sales management and customer relationship building.
  • A working towards obtaining a mutual funds sales license and financial planning diploma.

Join Banque Scotia and Make a Difference

At Banque Scotia, we offer a competitive compensation package and the opportunity to work in a dynamic and supportive environment. We are committed to fostering a culture of inclusion and valuing the contributions of all our employees.

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