Investment Consultant

Become part of a mission-driven team that is dedicated to achieving results within a supportive and high-achieving environment.

Role Overview:
As an Investment Consultant at Scotiabank, you will play a crucial role in helping clients shape their financial futures. Our commitment to diversity and inclusion, combined with a culture focused on performance, coaching, and development, opens up numerous opportunities for you to make a significant impact. You will assist in realizing the aspirations of our 25 million customers.

Key Responsibilities:
Our Consultants are client-focused and adept at establishing connections with individuals in a genuine manner. As a vital part of the Canadian Banking Branch network, your primary objective will be to deliver outstanding service throughout the customer experience by:

• Proactively identifying customer needs and actively listening to their requests.
• Providing education, valuable insights, and expert guidance to our clients.
• Creating comprehensive financial plans utilizing a holistic approach to help clients reach their objectives.
• Fostering strong, enduring relationships with clients.
• Driving branch growth by achieving individual and team sales targets that enhance the customer experience.

Qualifications for Success:

• A strong desire and capability to cultivate meaningful customer relationships and deliver exceptional service.
• Demonstrated success in meeting and surpassing sales goals in a dynamic environment aligned with customer objectives.
• A talent for identifying and addressing customer needs.
• Possession of a Mutual Funds license and progress towards the CIFP Diploma.

What We Offer:

• An opportunity to be part of a forward-thinking organization surrounded by a collaborative team of innovative professionals.
• 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 high performance, supported by leadership through meaningful development discussions that facilitate rapid advancement and internal training for your growth.
• Clear and transparent criteria for career progression.
• The ability to advance your career without needing to relocate or wait for vacancies, allowing you to deepen relationships and enhance your expertise.

Scotiabank is a prominent financial institution in the Americas. Guided by our purpose: "for every future", we assist our clients, their families, and their communities in achieving success through a wide array of advisory services, products, and solutions, including personal and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets.

At Scotiabank, we appreciate the unique skills and experiences each individual contributes to the organization and are dedicated to fostering an inclusive and accessible environment for all. If you require accommodations during the recruitment process, please inform our Recruitment team. Candidates must apply directly online to be considered for this role. We appreciate all applicants for their interest in a career at Scotiabank; however, only those selected for an interview will be contacted.