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Wealth Management Consultant

3 months ago

South Porcupine, Canada Scotiabank - Global Banking and Markets Full time

Requisition ID: 204756

At Scotiabank, we are dedicated to fostering a results-oriented and inclusive environment that empowers our employees to thrive.

Position Overview

Your Responsibilities...
As a Financial Advisor, you will play a pivotal role in our Canadian Banking Branch network, focusing on delivering exceptional service throughout the customer experience by:

  1. Proactively identifying customer needs and actively listening to their requests.
  2. Providing insightful education and expert guidance to our clients.
  3. Creating comprehensive financial plans that adopt a holistic perspective to help clients achieve their aspirations.
  4. Building and nurturing enduring relationships with clients.
  5. Driving business growth within the branch by meeting individual and team sales objectives that enhance customer satisfaction.
Qualifications for Success...
  1. A strong desire and capability to cultivate meaningful customer relationships and deliver outstanding service.
  2. Demonstrated success in meeting and surpassing sales goals in a dynamic environment aligned with customer objectives.
  3. Adept at identifying and addressing customer needs.
  4. Possession of a Mutual Funds license and actively pursuing the CIFP Diploma.
What We Offer...
  1. An opportunity to be part of a progressive organization with a collaborative team of forward-thinking professionals.
  2. A competitive salary and benefits package.
  3. A commitment to making a positive impact in our communities for both you and our clients.
  4. Recognition and rewards for high performance, supported by leadership through meaningful development discussions that facilitate quicker advancement and internal training for your growth.
  5. Clear and transparent criteria for career progression.
  6. The ability to advance your career without needing to transfer to a different branch, allowing you to deepen relationships and enhance your expertise.

Scotiabank is a prominent bank in the Americas, dedicated to helping our customers, their families, and communities achieve success through a wide array of financial services, including personal and commercial banking, wealth management, corporate and investment banking, and capital markets.

We value the unique skills and experiences each individual contributes to our organization and are committed to fostering an inclusive and accessible environment for all.