Strategic Financial Planning Specialist

1 week ago


Fredericton, New Brunswick, Canada Scotiabank Full time

Company Overview

Scotiabank is a leading bank in the Americas, guided by its purpose: "for every future". We help our customers, their families, and communities achieve success through various advice, products, and services.

 

Salary

The estimated annual salary for this role is approximately $120,000 CAD, depending on experience.

 

Job Description

This role involves providing exceptional service to customers throughout their financial journey. Key responsibilities include:

• Taking a proactive approach to discovering customer needs and listening to understand their requirements

• Educating customers on relevant financial insights and providing expert advice

• Building comprehensive plans to help customers achieve their goals using a holistic approach

• Nurturing strong, long-standing relationships with customers

• Developing, retaining, and growing branch business by delivering against individual and team sales goals that support a positive customer experience

 

Required Skills and Qualifications

To succeed in this role, you will need:

• A strategic mindset to develop personalized financial strategies

• The ability to meet and exceed sales targets in a fast-paced environment

• A Mutual Funds licence and completed CIFP Diploma

 

Benefits

This role offers a competitive compensation package, including:

• A generous base salary of approximately $120,000 CAD per year

• Opportunities for career growth and development within a collaborative team of innovative thinkers

• Recognition and rewards for high performance

 

Others

As a Scotiabank employee, you will be part of an inclusive and accessible environment where everyone's unique skills and experiences are valued. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.



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