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Banking Relationship Manager

2 weeks ago

Prince Albert, Saskatchewan, Canada Scotiabank Full time

We are seeking a talented Financial Advisor to join our team at Scotiabank.

This role requires a strategic mindset to develop personalized financial strategies including day-to-day banking, investments, and borrowing solutions.

Key Responsibilities:

  1. Take a proactive approach to understanding customer needs and providing relevant insights and expert advice.
  2. Build comprehensive plans using a holistic approach to help customers achieve their goals.
  3. Nurture strong, long-standing relationships with customers.
  4. Develop, retain, and grow business by delivering against individual and team sales goals that support a positive customer experience.

What you need to succeed:

  1. The appetite and drive to build strong customer relationships.
  2. A mutual funds license and working towards your CIFP Diploma already.
  3. The proven ability to meet and exceed sales targets in a fast-paced environment that aligns with customer goals.
  4. A strategic mindset to develop personalized financial strategies including day-to-day banking, investments, and borrowing solutions.