Senior Financial Services Specialist
14 hours ago
This position requires a Senior Financial Services Specialist to provide exceptional service to customers, focusing on complex solutions and comprehensive financial planning.
Key Responsibilities:
- Provide full range of customized financial solutions using a financial planning approach.
- Understand customers' financial goals and preferences, analyze their needs, and recommend appropriate strategies and solutions.
- Focus on delivering trusted financial advice and building long-standing relationships with existing customers.
Requirements:
- A minimum of two years of related experience selling investment and credit products.
- Demonstrated sales management experience and ability to market Scotiabank.
- Licence to sell mutual funds and working towards CIFP Diploma in Financial Planning (or Bank recognized equivalent).
Benefits and Perks:
- Competitive compensation package customized for Retail Banking.
- Ability to make a lasting impact on customers.
- An organization committed to making a difference in our communities – for you and your customers.
- Assigned book of mid to high affluent customers.
- Ability to provide complex solutions and comprehensive financial planning.
- Clear transparent criteria to progress in your career.
Pursuant to language needs assessment conducted by Scotiabank, successful candidate will be required to communicate in English & French because they will serve English-speaking clientele. Estimated salary: $80,000 - $120,000 per annum, depending on location and experience.
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