Senior Financial Services Specialist

3 days ago


Montreal, Quebec, Canada Scotiabank Full time
About the Opportunity

The role of a Senior Financial Services Specialist at Scotiabank involves providing exceptional service to customers and growing long-standing relationships with existing clients.

Key Responsibilities:

  • Delivering Trusted Financial Advice
  • Providing Full Range of Customized Financial Solutions
  • Understanding Customers' Financial Goals and Preferences
  • Analyzing Customer Needs and Recommending Strategies and Solutions
  • Focusing on Complex Solutions and Comprehensive Financial Planning
  • Demonstrating a Collaborative Approach
  • Building Relationships and Growing Client Experience
Requirements and Qualifications

To succeed in this role, you will need:

  • A minimum of two years of related experience selling investment and credit products
  • Demonstrated sales management experience and the ability to market Scotiabank
  • The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers
  • A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
What's in it for You?

This position offers a competitive compensation and benefits package customized for Retail Banking, including:

  • A competitive salary: $85,000 - $110,000 per year, depending on experience
  • The opportunity to make a lasting impact on customers
  • An organization committed to making a difference in our communities
  • An assigned book of mid to high affluent customers
  • The ability to provide complex solutions and comprehensive financial planning
  • Clear transparent criteria to progress in your career

Please note that communication in English and French is required due to serving English-speaking clientele.



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