Senior Financial Services Specialist

7 days ago


Calgary, Alberta, Canada Scotiabank Full time

About the Role

We are seeking a highly motivated and results-driven individual to join our team as a Senior Financial Services Specialist. In this role, you will be responsible for providing expert advice and guidance to our customers, helping them achieve their financial goals.

  • Taking a proactive approach to understanding customer needs and preferences;
  • Developing and implementing comprehensive financial plans that meet customer objectives;
  • Nurturing long-term relationships with customers through exceptional service and support;
  • Collaborating with internal stakeholders to deliver business growth and revenue targets.

Required Skills and Qualifications

To succeed in this role, you will need:

  • A strong background in finance and accounting;
  • Excellent communication and interpersonal skills;
  • The ability to work independently and as part of a team;
  • A proven track record of meeting or exceeding sales targets;
  • Mutual Funds licence and working towards the CIFP Diploma.

What We Offer

In return for your hard work and dedication, we offer a competitive compensation and benefits package, including:

  • A base salary and performance-based bonuses;
  • Opportunities for career advancement and professional development;
  • A collaborative and dynamic work environment;
  • A comprehensive employee assistance program.

About Us

At Scotiabank, we value diversity and inclusion, and are committed to creating an inclusive and accessible workplace. If you require accommodation during the recruitment and selection process, please let us know. We thank all applicants for their interest, but only those selected for an interview will be contacted.



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