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Strategic Wealth Advisor

1 month ago

Richmond Hill, Ontario, Canada Scotiabank Full time
About the Role

As a Strategic Wealth Advisor at Scotiabank, you will play a crucial role in helping customers achieve their financial goals. This exciting opportunity requires a customer-centric individual with excellent communication skills and a strategic mindset to develop personalized financial strategies.

The successful candidate will be responsible for:

  1. Taking a proactive approach to understanding customer needs, listening attentively to their requirements, and providing expert advice.
  2. Educating customers on various banking products and services, including day-to-day banking, investments, and borrowing solutions.
  3. Building long-term relationships by delivering exceptional service and meeting or exceeding sales targets.
  4. Nurturing a strong network of referrals and partnerships within the community.
What We're Offering

A competitive compensation package that includes:

  • A base salary estimated at $80,000 - $120,000 per year, depending on experience.
  • A comprehensive benefits program, including health, dental, and vision coverage.
  • An employer-matched RRSP program.
  • Ongoing training and development opportunities to enhance your skills and knowledge.
What You'll Need

To succeed in this role, you will require:

  1. A Mutual Funds licence and completed CIFP Diploma.
  2. Proven ability to meet and exceed sales targets in a fast-paced environment.
  3. Excellent communication and interpersonal skills.
  4. A passion for building strong relationships and delivering exceptional customer service.

Please note that these figures are estimates based on industry standards and may vary depending on factors such as location and level of experience.