Financial Services and Banking Advisor

4 weeks ago

Montreal, Quebec, Canada Scotiabank Full time

Requisition ID: 204656

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

About the Position As a Financial Services and Banking Advisor, you will be customer-focused and possess the ability to connect with individuals in a relatable manner. As a vital member of the Canadian Banking Branch network, your primary objective will be to deliver outstanding service throughout the customer’s experience.

Key Responsibilities In this position, you will:

  1. Exhibit enthusiasm for financial sales while providing reliable financial guidance to clients.
  2. Educate clients by offering pertinent insights and expert recommendations.
  3. Develop financial strategies utilizing relevant planning tools and selected advisory resources.
  4. Recognize the significance of being results-oriented.
  5. Maintain high levels of engagement.
  6. Foster a collaborative approach when interacting with colleagues, clients, and partners.
  7. Cultivate relationships with a focus on delivering an exceptional client experience and enhancing long-term connections with existing clients.

Required Skills Do you possess the qualifications that will enable you to excel 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 skill to forge strong relationships centered on providing an excellent client experience and expanding connections with current clients.
  3. A valid license to sell mutual funds and be working towards the CIFP Diploma in Financial Planning (or an equivalent recognized by the Bank).

Benefits What can you expect in return?

  1. A competitive salary and benefits package.
  2. The opportunity to make a meaningful impact on clients.
  3. An inclusive culture that values and acknowledges the contributions of our employees.
  4. A commitment to making a positive difference in our communities for you and your clients.
  5. An assigned portfolio of mid-affluent clients with potential for growth.
  6. Clear and transparent criteria for career advancement.

About Scotiabank Scotiabank is a prominent 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 that 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.

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