Lead Financial Consultant

6 days ago


Saskatoon, Saskatchewan, Canada Scotiabank Full time

Position: Lead Financial Consultant

About Us: Join a dynamic and purpose-driven team at Scotiabank, where we are dedicated to fostering an inclusive and high-performing environment. Our commitment to diversity and excellence drives our success and empowers our employees to thrive.

Role Overview

Your Responsibilities:
As a Lead Financial Consultant, you will play a crucial role in guiding our clients towards achieving their financial aspirations. Your focus will be on delivering exceptional service and building lasting relationships with our customers. Key responsibilities include:

  • Proactively identifying and understanding customer needs to provide tailored solutions.
  • Offering insightful guidance and expert advice to enhance customer financial literacy.
  • Crafting comprehensive financial plans that align with clients' goals through a holistic approach.
  • Cultivating strong, enduring relationships with clients to foster trust and loyalty.
  • Driving branch growth by meeting individual and team sales objectives while ensuring a positive customer experience.

Qualifications for Success:

  • A strong desire and ability to establish meaningful customer connections.
  • A strategic mindset to develop personalized financial strategies encompassing banking, investments, and lending solutions.
  • Proven track record of achieving and surpassing sales targets in a fast-paced environment.
  • A valid Mutual Funds license and completion of the CIFP Diploma.

What We Offer:

  • An opportunity to be part of a forward-thinking organization with a collaborative team of innovative professionals.
  • A competitive salary and comprehensive benefits package.
  • A commitment to making a positive impact in our communities.
  • Recognition and rewards for high performance, along with support from leadership for your professional development.
  • Clear pathways for career advancement without the need to relocate.

At Scotiabank, we value the unique skills and experiences each individual brings and are dedicated to creating an inclusive environment for all. If you require accommodations during the recruitment process, please inform our Recruitment team.



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