Expert Wealth Strategist

2 days ago

Sudbury, Ontario, 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 achieve success through a broad range of advice, products and services.

Salary & Benefits

We offer a competitive compensation package, including a salary of $70,000 - $100,000 per year, depending on experience. In addition to a comprehensive benefits package, we also provide opportunities for professional growth and development.

Job Description

As an Expert Wealth Strategist, you will play a key role in helping our customers build their futures. You will be responsible for providing expert advice and guidance on financial planning, investments, and wealth management. Your goal will be to deliver exceptional customer service and help our clients achieve their financial goals.

  • You will work with clients to understand their financial needs and goals.
  • You will provide personalized advice and recommendations on investment strategies, financial planning, and wealth management.
  • You will work collaboratively with other teams to develop and implement customized solutions for our clients.

Required Skills & Qualifications

To succeed in this role, you will need:

  • A strong understanding of financial markets and instruments.
  • Excellent communication and interpersonal skills.
  • The ability to work independently and as part of a team.
  • A proven track record of delivering results in a fast-paced environment.

You will also need to have a Mutual Funds licence and be working towards the CIFP Diploma.

Why Work at Scotiabank?

We offer a dynamic and inclusive work environment that values diversity and promotes career growth. Our employees are passionate about making a difference in the lives of our customers and communities. If you share our values and are committed to excellence, we encourage you to join our team.

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