Lead Financial Consultant

4 weeks ago

Fort Saskatchewan, Alberta, Canada Scotiabank Full time

Join a Dynamic Team as a Lead Financial Consultant

About the Position
As a Lead Financial Consultant, you will play a pivotal role in guiding clients towards achieving their financial aspirations. At Scotiabank, we are dedicated to fostering an inclusive and high-performing environment where every team member can thrive. Your contributions will directly impact the financial futures of our diverse clientele.

Your Responsibilities
In this role, you will:

  • Engage proactively with clients to identify their financial needs and objectives.
  • Provide insightful education and expert advice tailored to individual circumstances.
  • Develop comprehensive financial plans that align with clients' goals.
  • Establish and maintain enduring relationships with clients.
  • Drive business growth by achieving personal and team sales targets while enhancing the customer experience.

Qualifications for Success
To excel in this position, you should possess:

  • A strong desire to cultivate meaningful client relationships.
  • A strategic approach to crafting personalized financial solutions, including banking, investment, and borrowing options.
  • A proven track record of surpassing sales goals in a dynamic environment.
  • A Mutual Funds license and a completed CIFP Diploma.

What We Offer
At Scotiabank, we are committed to your professional growth and success. We provide:

  • An opportunity to be part of a forward-thinking organization with a collaborative team.
  • A competitive salary and comprehensive benefits package.
  • A commitment to community engagement and making a positive impact.
  • Recognition and rewards for high performance, along with support from leadership for your career advancement.
  • Clear pathways for career progression without the need to relocate.

About Scotiabank
Scotiabank is a leading financial institution in the Americas, dedicated to helping customers, their families, and communities achieve success through a wide range of financial services. We value the unique skills and experiences of each individual and strive to maintain an inclusive and accessible environment for all.

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