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Financial Services Professional

2 months ago


Port Moody, British Columbia, Canada Scotiabank Full time

About the Role

We are seeking a highly motivated and customer-focused Financial Services Professional to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will play a critical role in providing exceptional service to our customers and helping them achieve their financial goals.

Key Responsibilities

  • Customer Relationship Building: Develop and maintain strong relationships with our customers, understanding their financial needs and providing personalized advice and solutions.
  • Financial Planning: Work with customers to create comprehensive financial plans, using a holistic approach to help them achieve their goals.
  • Sales and Business Development: Develop and execute sales strategies to grow our branch business, delivering against individual and team sales goals that support a positive customer experience.
  • Product and Service Knowledge: Stay up-to-date on Scotiabank's products and services, using this knowledge to educate and advise customers on their financial options.

Requirements

  • Strong Customer Service Skills: Proven ability to provide exceptional customer service, building trust and rapport with customers.
  • Financial Planning and Sales Skills: Proven ability to develop and execute financial plans, meeting and exceeding sales targets in a fast-paced environment.
  • Product and Service Knowledge: Strong knowledge of Scotiabank's products and services, with the ability to educate and advise customers.
  • Communication and Interpersonal Skills: Excellent communication and interpersonal skills, with the ability to work effectively with customers, colleagues, and management.

What We Offer

  • Competitive Compensation and Benefits: A comprehensive compensation and benefits package, including a competitive salary, bonuses, and benefits.
  • Opportunities for Growth and Development: Opportunities for career advancement and professional development, with a focus on helping employees build their skills and expertise.
  • Collaborative and Inclusive Work Environment: A collaborative and inclusive work environment, with a focus on teamwork, diversity, and inclusion.

Location

This role is based in Canada, with opportunities to work in a variety of locations across the country.