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Financial Services Professional
2 months ago
Are you a results-driven professional with a passion for financial sales and delivering trusted financial advice to customers?
In this role, you will:
- Be responsible for educating customers on financial products and services, providing relevant insights and expert advice to help them achieve their financial goals.
- Create personalized financial plans, leveraging Scotiabank's financial planning tool modules and select advice-based tools and resources.
- Understand the importance of building strong relationships with customers, peers, and partners, and demonstrate a collaborative approach in all interactions.
- Focus on providing a great client experience and growing long-standing relationships with existing customers.
What skills do you need to succeed in this role?
- You will need sales management experience and the ability to market Scotiabank's financial products and services.
- You will need to build strong relationships with customers, focusing on providing a great client experience and growing relationships with existing customers.
- You will need a license to sell mutual funds and be working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
What's in it for you?
- A competitive compensation and benefits package.
- The opportunity to make a lasting impact on customers and their financial lives.
- An inclusive culture where your contributions are valued and recognized.
- An organization committed to making a difference in our communities – for you and your customers.
- You will have an assigned book of mid-affluent customers and the ability to build on this book with growth potential customers.
- You'll receive clear, transparent criteria to progress in your career.
Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French, as they will serve English-speaking clientele.
