Lead Financial Strategist

7 days ago


Oakville, Ontario, Canada Scotiabank Full time
About the Role

We are seeking a skilled Lead Financial Strategist to join our team at Scotiabank. As a Senior Financial Advisor, you will play a crucial role in helping customers achieve their financial goals.

Responsibilities
  • Build strong customer relationships by taking a proactive approach to understanding their needs and providing expert advice.
  • Develop personalized financial strategies for customers, including day-to-day banking, investments, and borrowing solutions.
  • Meet and exceed sales targets in a fast-paced environment that aligns with customer goals.

You will be responsible for:

  • Educating customers on relevant financial topics and providing insights to help them make informed decisions.
  • Nurturing long-standing relationships with customers and identifying opportunities to grow their business.
  • Collaborating with colleagues to develop and implement effective sales strategies that support a positive customer experience.
Requirements
  • A Mutual Funds licence and completed CIFP Diploma.
  • The ability to work in a team environment and contribute to a collaborative culture.
  • A strategic mindset and the drive to succeed in a competitive environment.

We offer a competitive compensation package, including a salary range of $80,000 - $120,000 per year, based on experience and performance. In addition, we provide benefits such as health insurance, retirement savings plan, and paid time off. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, please apply today.



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