Financial Services Professional

2 weeks ago


Kirkland, Quebec, Canada Scotiabank Full time

About Scotiabank

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Scotiabank is a leading bank in the Americas. Our purpose is to help our customers, their families and their communities achieve success through various advice, products and services.

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About the Role

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This is an exciting opportunity for a customer-centric professional to join our Canadian Banking team as an Investment & Personal Banking Specialist. You will be part of a winning team committed to results, in an inclusive and high-performing culture.

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Your Key Responsibilities

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  • You will be passionate about financial sales and delivering trusted financial advice to customers.">
  • You will educate customers, providing relevant insights and expert advice on their financial plans.">
  • You will create financial plans, leveraging relevant financial planning tool modules and select advice based tools and resources.">
  • You will understand the importance of being results-driven and strive to meet targets.">
  • You will demonstrate a collaborative approach when dealing with peers, customers, and partners.">
  • You will build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers.">
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Requirements

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  • You must have sales management experience and the ability to market Scotiabank effectively.">
  • You should be able to build strong relationships focused on providing a great client experience and growing relationships with existing customers.">
  • You need to have a license to sell mutual funds and be working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent).">
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What's in it for you?

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  • A competitive compensation package including estimated annual salary: $60,000-$80,000 CAD.">
  • The ability to make a lasting impact on customers' lives.">
  • An inclusive culture where we value and recognize our employees' contributions.">
  • An organization committed to making a difference in our communities – for you and your customers.">
  • Opportunities for growth and development in your career.">
  • A dynamic work environment that encourages collaboration and innovation.">
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About Location

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This role is located in Kirkland, Quebec, Canada. If you are passionate about building long-term relationships with customers and contributing to the success of Scotiabank, this may be the ideal opportunity for you.



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