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Client Financial Strategist

3 months ago

Port Coquitlam, British Columbia, Canada Scotiabank Full time

Become part of a mission-driven team that prioritizes results within a diverse and high-achieving environment.

Position Overview

Your responsibilities will include...
As a Financial Advisor at Scotiabank, you will assist clients in shaping their financial futures, fostering an atmosphere where individuality thrives and collective success is celebrated. Our commitment to diversity and inclusion, coupled with a culture focused on performance, coaching, and professional growth, presents boundless opportunities. You will play a vital role in realizing the financial aspirations of our extensive customer base.

Your key tasks will involve...

  • Proactively identifying customer needs and attentively listening to their requests.
  • Providing customers with valuable insights and expert guidance.
  • Creating comprehensive financial plans tailored to help clients achieve their objectives.
  • Building and maintaining strong, enduring relationships.
  • Driving branch growth by meeting individual and team sales targets while ensuring a positive customer experience.

To excel in this role, you will need...

  • A strong desire and motivation to cultivate customer relationships and deliver exceptional service.
  • A proven track record of achieving and surpassing sales goals in a dynamic environment aligned with customer objectives.
  • The ability to identify and address customer needs effectively.
  • A Mutual Funds license and progress towards the CIFP Diploma.

What we offer...

  • An opportunity to join a progressive organization surrounded by a collaborative team of innovative thinkers.
  • A competitive salary and benefits package.
  • A commitment to making a positive impact in our communities for both you and our clients.
  • Recognition and rewards for outstanding performance, supported by leadership through meaningful development discussions to facilitate career advancement.
  • Clear and transparent criteria for career progression.
  • The ability to advance your career without needing to relocate, allowing you to deepen relationships and enhance your expertise.

At Scotiabank, we appreciate the unique skills and experiences each individual contributes to our 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.