Senior Financial Strategist

2 days ago

Ottawa, Ontario, Canada Scotiabank Full time

Looking for a rewarding career in financial services? Consider joining Scotiabank, a leading bank in the Americas. Our purpose is to help our customers, their families and communities achieve success through various advice, products and services.

About the Role

As a Senior Financial Strategist at Scotiabank, you will be responsible for building strong relationships with customers, understanding their needs and providing expert advice on financial solutions. You will work closely with your team to develop personalized plans that meet customer goals and objectives.

Key Responsibilities:

  • Conducting thorough needs assessments to identify customer requirements.
  • Developing and presenting financial strategies tailored to individual customer needs.
  • Nurturing long-term relationships with customers to ensure their ongoing financial well-being.
  • Working collaboratively with colleagues to achieve sales targets and support a positive customer experience.

Requirements:

  • Demonstrated ability to build trust and rapport with customers from diverse backgrounds.
  • Proven expertise in developing and delivering comprehensive financial plans.
  • Strong communication and interpersonal skills, with the ability to articulate complex financial concepts to customers.
  • Mutual Funds licence and CIFP Diploma (or equivalent).

What We Offer:

  • A competitive salary range of $80,000 - $120,000 per year, depending on location and experience.
  • A comprehensive benefits package, including health insurance, retirement savings plan and paid time off.
  • The opportunity to work with a collaborative and innovative team of professionals.
  • Ongoing training and development opportunities to enhance your skills and knowledge.
  • A chance to make a meaningful contribution to the lives of our customers and their communities.

Location: This role is based in Ottawa, Ontario, Canada. If you are passionate about delivering exceptional customer service and have a talent for financial planning, we encourage you to apply.

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