Senior Financial Planning Expert
9 hours ago
Scotiabank is a leading bank in the Americas, guiding our customers towards success through diverse advice and services.
About the RoleThis position offers an exciting opportunity to excel as a Senior Financial Planning Expert at Scotiabank. We value your expertise and ambition, providing a platform for you to succeed and grow within our organization.
Key Responsibilities:
- Deliver exceptional financial planning services to clients, building long-term relationships based on trust and reliability.
- Pursue sales targets, exceeding expectations in a fast-paced environment while focusing on customer satisfaction.
- Stay up-to-date with market trends and regulatory requirements, ensuring compliance and expert advice.
- Maintain and enhance existing business relationships, driving growth and profitability.
Necessary Skills and Qualifications:
- Demonstrated ability to meet and exceed sales targets, consistently delivering high-quality service.
- Strong knowledge of financial products, regulations, and industry trends.
- Excellent communication and interpersonal skills, facilitating effective client relationships.
- A mutual funds license and commitment to ongoing professional development.
What We Offer:
- A competitive compensation package, including base salary and incentives.
- Ongoing training and development opportunities, empowering your growth and success.
- A collaborative work environment, fostering innovation and teamwork.
- A comprehensive benefits program, supporting your physical and mental well-being.
Location: Canada - British Columbia - Abbotsford
Our estimated salary range for this position is $60,000-$80,000 per year, depending on experience and qualifications.
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