Senior Financial Strategist

4 hours ago


Ottawa, Ontario, Canada Scotiabank Full time

Estimated annual salary: $120,000 - $180,000

About Scotiabank

As a leading bank in the Americas, Scotiabank is committed to helping customers achieve their financial goals through a range of advice, products and services.

Job Overview

This role offers the opportunity to join a forward-thinking organization where you will be surrounded by a collaborative team of innovative thinkers. You will work with customers to understand their financial needs and develop personalized strategies to help them achieve their goals.

Key Responsibilities
  1. Provide exceptional customer service and build strong relationships with customers.
  2. Educate customers on relevant banking products and services.
  3. Analyze customer data and provide recommendations for improving their financial situation.
  4. Meet and exceed sales targets by delivering against individual and team goals.
Requirements
  • Proven ability to meet and exceed sales targets in a fast-paced environment.
  • A Mutual Funds licence and completed CIFP Diploma.
  • The appetite and drive to build strong customer relationships.
What We Offer
  • A competitive compensation and benefits package.
  • An organization committed to making a difference in our communities.
  • Opportunities for career growth and development.
  • Collaborative team environment.
About This Opportunity

This role is located in Ottawa, Ontario, Canada. As a Senior Financial Strategist, you will have the opportunity to make a positive impact on the lives of our customers and contribute to the success of Scotiabank.



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