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Canada TD Bank Full timeJob Title: Senior Business Information Management SpecialistTD Bank is seeking a Senior Business Information Management Specialist to join our team. As a key member of our Wealth Management group, you will be responsible for leading the development and implementation of business information management solutions that meet the strategic priorities of our...
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Canada TD Bank Full timeJob Title: Senior Business Information Management SpecialistTD Bank is seeking a Senior Business Information Management Specialist to join our team. As a key member of our Wealth Management group, you will be responsible for leading the development and implementation of data management solutions that support our business objectives.Key Responsibilities:Lead...
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Canada TD Bank Full timeJob Title: Senior Business Information Management SpecialistTD Bank is seeking a Senior Business Information Management Specialist to join our team. As a key member of our Wealth Management group, you will be responsible for leading the development and implementation of data management solutions that support our business objectives.Key Responsibilities:Lead...
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Senior Business Information Management Specialist
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Canada TD Bank Full timeJob Title: Senior Business Information Management SpecialistTD Bank is seeking a Senior Business Information Management Specialist to join our team. As a key member of our Wealth Management group, you will be responsible for leading the development and implementation of data management strategies and solutions.Key Responsibilities:Lead the design and...
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Canada TD Bank Full timeJob Title: Senior Business Information Management SpecialistTD Bank is seeking a Senior Business Information Management Specialist to join our team. As a key member of our Enterprise Data Management Office, you will be responsible for leading the development and deployment of data management solutions that meet the business needs of our Wealth business...
Senior Wealth Management Specialist
3 months ago
Requisition ID: #
Join a dedicated and successful team that is committed to delivering results within an inclusive and high-performing environment.
By becoming a part of our Customer Contact Centre, you will join an internationally recognized and award-winning workplace that has been evolving for 186 years, positioning yourself to build a career with a respected financial institution that is recognized as Canada's most international bank. You will thrive in a corporate culture that emphasizes recognition and rewards, diversity and inclusion, along with core values such as respect, integrity, passion, and accountability.
Your professional development will be nurtured by banking leaders who prioritize long-term success. You will leverage the skills acquired from these mentors while working on initiatives that positively impact our communities and customers nationwide. From your first day, you will benefit from a comprehensive suite of customizable perks, including an Incentive Plan, Pension, Employee Share Ownership, Group RSPs, free employee banking, wellness programs, and employee discount programs.
Career, culture, and advancement opportunities await you here. Apply today.
About the RoleAs a Senior Wealth Management Specialist, you will be customer-focused and capable of establishing connections with clients in a relatable manner. As a vital member of the Canadian Banking Branch network, your primary goal is to deliver exceptional service throughout the customer's journey.
Is This Role Right for You? In This Role, You Will:- Exhibit a passion for financial sales and provide trusted financial guidance to clients.
- Offer a comprehensive range of tailored financial solutions utilizing a financial planning approach.
- Comprehend clients' financial aspirations and preferences, assess their needs, and recommend suitable strategies and solutions to help them achieve their objectives.
- Concentrate on intricate solutions and holistic financial planning.
- Be results-oriented.
- Engage actively.
- Demonstrate a collaborative mindset when interacting with colleagues, clients, and partners.
- Foster relationships that prioritize delivering an excellent client experience and nurturing long-term connections with existing clients.
We would be delighted to collaborate with you if you possess:
- A minimum of two years of relevant experience in selling investment and credit products.
- Proven sales management experience and the capability to promote Scotiabank.
- The ability to cultivate strong relationships focused on delivering an outstanding client experience and enhancing relationships with existing clients.
- A license to sell mutual funds and progress towards the CIFP Diploma in Financial Planning (or a recognized equivalent).
- A competitive compensation and benefits package tailored for Retail Banking.
- The opportunity to make a significant impact on clients.
- An organization dedicated to making a difference in our communities – for you and your clients.
- An assigned portfolio of mid to high net worth clients.
- The ability to provide complex solutions and comprehensive financial planning.
- Clear and transparent criteria for career advancement.
In accordance with a language needs assessment conducted by Scotiabank, the successful candidate will be required to communicate in both English and French to serve a diverse clientele.
Scotiabank is a leading bank 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 advice, products, and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual contributes to the Bank and are committed to fostering an inclusive and accessible environment for everyone.
