Strategic Financial Planner and Business Growth Specialist

4 weeks ago


Ottawa, Ontario, Canada Scotiabank Full time
Company Overview

Scotiabank is a leading bank in the Americas, guided by its purpose "for every future" to help its customers, their families, and communities achieve success through a range of advice, products, and services.

Estimated Salary

Ranging from $60,000 to $120,000 per annum, depending on experience and qualifications.

Job Description

As a Senior Financial Advisor at Scotiabank, your primary role will be to build strong customer relationships by proactively discovering their needs, educating them on relevant insights, and providing expert advice. You will develop comprehensive plans using a holistic approach to help customers achieve their goals and nurture long-standing relationships.

You will also be responsible for developing, retaining, and growing the branch business by delivering against individual and team sales goals that support a positive customer experience.

Required Skills and Qualifications

To succeed in this role, you will need:

  • A Mutual Funds licence and completed CIFP Diploma.
  • The ability to meet and exceed sales targets in a fast-paced environment that aligns with a customer's stated goals.
  • A strategic mindset to develop personalized financial strategies, including day-to-day banking, investments, and borrowing solutions.
  • The appetite and drive to build strong customer relationships.
Benefits

Scotiabank offers a range of benefits, including:

  • A competitive compensation and benefits package.
  • Opportunities for professional growth and development through internal training and coaching.
  • A collaborative and inclusive work environment.
  • Recognition and rewards for high-performance.
Location

This role is based in Ottawa, Ontario, Canada.

At Scotiabank, we value diversity and inclusion and are committed to creating an accessible environment for all employees. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.



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