Senior Financial Consultant

1 week ago


Canada Scotiabank Full time
About the Role

We are seeking a highly skilled Senior Financial Consultant to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers and helping them achieve their financial goals.

Key Responsibilities
  1. Customer Relationship Building: Develop and maintain strong relationships with our customers, understanding their financial needs and providing personalized advice and solutions.
  2. Financial Planning: Create comprehensive financial plans for our customers, using a holistic approach to help them achieve their goals.
  3. Sales and Business Development: Meet and exceed sales targets, delivering against individual and team goals to support a positive customer experience.
  4. Product Knowledge: Stay up-to-date on our products and services, including day-to-day banking, investments, and borrowing solutions.
Requirements
  1. Strong Communication Skills: Excellent communication and interpersonal skills, with the ability to connect with customers in a relatable way.
  2. Financial Knowledge: Proven ability to understand and explain complex financial concepts to customers.
  3. Business Acumen: Strong business acumen, with the ability to develop and implement effective sales strategies.
  4. Education and Certifications: Mutual Funds license and completed CIFP Diploma.
What We Offer
  1. Competitive Compensation: A competitive compensation and benefits package.
  2. Opportunities for Growth: Opportunities for career advancement and professional development.
  3. Collaborative Team Environment: A collaborative team environment that values innovation and creativity.
  4. Recognition and Rewards: Recognition and rewards for high-performance, with clear criteria for career progression.

Location: Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas, committed to making a difference in our communities and helping our customers achieve success. We value diversity and inclusion, and are committed to creating an inclusive and accessible environment for everyone.



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