Wealth Management Professional
1 month ago
Company Overview
At Scotiabank, we strive to be a leading bank in the Americas. Our purpose is "for every future," and we aim to help our customers, their families, and their communities achieve success through a range of advice, products, and services.
Salary and Benefits
We offer a competitive compensation and benefits package that includes opportunities for growth and development. You can expect to receive clear, transparent criteria for career advancement and internal training to support your professional growth and development.
Job Description
As a Wealth Management Professional, you will work closely with customers to understand their financial needs and develop personalized strategies to help them achieve their goals. This role requires a proactive approach to discovering customer needs, listening to understand what they are asking for, educating customers on relevant insights and expert advice, building comprehensive plans using a holistic approach, and nurturing strong relationships.
Required Skills and Qualifications
- A strategic mindset to develop personalized financial strategies including day-to-day banking, investments, and borrowing solutions
- The proven ability to meet and exceed sales targets in a fast-paced environment that aligns with customer goals
- A Mutual Funds licence and completed CIFP Diploma
Location and Work Environment
This role is based in St. John's, Newfoundland and Labrador, Canada. As a member of the Canadian Banking Branch network, you will work in a dynamic and supportive team environment, providing exceptional service throughout the customer journey.
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