Financial Services Professional
4 days ago
We are looking for a skilled Financial Services Professional to join our team at Scotiabank. As a key member of our team, you will be responsible for providing expert advice and guidance to customers, helping them achieve their financial goals.
About the Role
This Financial Services Professional will work closely with customers to understand their financial needs and develop personalized solutions to meet those needs. You will also be responsible for building strong relationships with customers and delivering exceptional customer service.
Key Responsibilities
- Providing expert advice and guidance to customers on financial matters
- Helping customers develop personalized solutions to meet their financial needs
- Building strong relationships with customers and delivering exceptional customer service
- Working collaboratively with colleagues to achieve sales goals and support a positive customer experience
Requirements
- A deep understanding of financial services and products
- Excellent communication and interpersonal skills
- The ability to work in a fast-paced environment and meet sales targets
- A Mutual Funds license and working towards the CIFP Diploma
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