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Financial Services Advisor

3 months ago

Montreal, Quebec, Canada Scotiabank Full time

Requisition ID: #

Become part of a purpose-driven team dedicated to achieving results within an inclusive and high-performing environment.

Position Overview

As a Financial Services Advisor, you will be customer-focused and adept at establishing connections with clients in a meaningful manner. As a vital member of the Canadian Banking Branch network, your primary objective is to deliver outstanding service throughout the client's financial journey.

Is This Position Suitable for You?

In this capacity, you will:

  1. Exhibit enthusiasm for financial sales while providing reliable financial guidance to clients
  2. Inform clients by sharing relevant insights and expert recommendations
  3. Develop financial strategies using pertinent financial planning tools and resources
  4. Recognize the significance of being outcome-oriented
  5. Demonstrate high levels of engagement
  6. Employ a collaborative mindset when interacting with colleagues, clients, and partners
  7. Foster relationships that prioritize exceptional client experiences and nurture long-term connections with existing clients
Do You Possess the Skills Necessary for Success in This Role?

– We would be eager to collaborate with you if you have:

  1. Experience in sales management and the capability to promote Scotiabank
  2. The ability to cultivate strong relationships aimed at enhancing client experiences and expanding connections with current clients
  3. A valid license to sell mutual funds and are pursuing the CIFP Diploma in Financial Planning (or an equivalent recognized by the Bank)
What Benefits Are Available to You?
  1. A competitive salary and benefits package
  2. The opportunity to make a significant impact on clients
  3. An inclusive culture that values and acknowledges employee contributions
  4. A commitment to making a positive difference in our communities – for you and your clients
  5. You will manage a designated portfolio of mid-affluent clients with opportunities for growth
  6. Clear and transparent criteria for career advancement
Location:

Canada: Quebec: Montreal

Scotiabank is a leading financial institution in the Americas. Guided by our mission: "for every future", we assist our clients, their families, and their communities in achieving success through a comprehensive range of advice, products, and services, 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 Bank 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. For technical assistance, please click here. Candidates must apply 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.

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