Strategic Financial Planner

2 weeks ago


Elmsdale, Nova Scotia, Canada Scotiabank Full time
About the Role

At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Strategic Financial Planner, you'll play a key role in providing exceptional service and building long-lasting relationships with our clients.

Key Responsibilities
  • Develop personalized financial strategies for our customers, including day-to-day banking, investments, and borrowing solutions.
  • Educate our customers on various financial products and services, ensuring they make informed decisions about their money.
  • Nurture strong relationships with our customers, understanding their needs and providing tailored solutions to meet their goals.
  • Work collaboratively with our team to deliver excellent customer service and support, driving sales growth and achieving individual and team targets.
Requirements
  • A proven track record of meeting and exceeding sales targets in a fast-paced environment.
  • A Mutual Funds licence and completed CIFP Diploma.
  • The ability to work in a team environment, supporting colleagues and contributing to a positive and inclusive workplace culture.
What We Offer
  • A competitive compensation package, including a salary range of $80,000 - $120,000 per year, depending on experience.
  • A comprehensive benefits program, including health and dental coverage, retirement savings plan, and paid time off.
  • Ongoing training and development opportunities to support your career growth and success.
  • A dynamic and supportive work environment, with regular feedback and coaching to help you achieve your goals.


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