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Financial Services Advisor

3 months ago

Montreal, Quebec, Canada Scotiabank Full time
Position: Financial Services Advisor - Montreal, QC

Requisition ID:

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

Role Overview

As a Financial Services Advisor, you will be customer-focused and possess the ability to engage with individuals in a relatable manner. As a vital component of the Canadian Banking Branch network, your primary goal is to deliver outstanding service throughout the customer experience.

Are you the right fit for this position? In this role, you will:

  • Exhibit enthusiasm for financial sales while providing reliable financial guidance to clients
  • Educate clients by offering pertinent insights and expert recommendations
  • Develop financial strategies using relevant planning tools and selected advisory resources
  • Recognize the significance of being outcome-oriented
  • Show a collaborative spirit when interacting with colleagues, clients, and partners
  • Cultivate relationships, emphasizing a superior client experience and nurturing long-term connections with existing clients

Do you possess the skills necessary for success in this role? – We would be excited to collaborate with you if you have:

  • Experience in sales management and the capability to promote Scotiabank effectively
  • The ability to forge strong relationships aimed at enhancing client experiences and expanding ties with current clients
  • A license to sell mutual funds and progress towards the CIFP Diploma in Financial Planning (or a recognized equivalent)

What benefits can you expect?

  • A competitive salary and benefits package
  • The opportunity to make a significant impact on clients
  • An inclusive culture that values and acknowledges employee contributions
  • A commitment to making a positive difference in our communities – for you and your clients
  • An assigned portfolio of mid-affluent clients with potential for growth
  • Clear and transparent criteria for career advancement

Please note that due to 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.

Location(s): Canada : Quebec : Montreal

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