Financial Advisor Investment Specialist

1 month ago

Gatineau, Quebec, Canada Scotiabank Full time
Financial Advisor Investment

Are you passionate about delivering trusted financial advice to customers and passionate about financial sales? In this role, you will:

  • Be responsible for educating customers, providing relevant insights and expert advice
  • Create financial plans, leveraging relevant financial planning tool modules and select advice based tools and resources
  • Understand the importance of being results-driven and highly engaged
  • Demonstrate a collaborative approach when dealing with peers, customers, and partners
  • Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers

What skills do you need to succeed in this role?

  • Sales management experience and the ability to market Scotiabank
  • The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers
  • A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent)

What's in it for you?

  • A competitive compensation and benefits package
  • Ability to make a lasting impact on customers
  • An inclusive culture where we value and recognize our employees' contributions
  • An organization committed to making a difference in our communities – for you and your customers
  • You will have an assigned book of mid-affluent customers and the ability to build on this book with growth potential customers
  • You'll receive clear transparent criteria to progress in your career

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English & French because they will serve English-speaking clientele.

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