Wealth Management Professional
3 weeks ago
About Scotiabank
Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers achieve success through a broad range of advice, products and services.
Compensation and Benefits
We offer a competitive compensation package, including $64,000 per year, which is estimated based on the location (Canada) and industry standards. Additionally, you can expect:
- $10,000 annually dedicated to your well-being.
- Traditional Indigenous Practices Leave.
- Indigenous Employee Mentoring Program.
- Indigenous Employee Resource Group.
About the Role
We are looking for a Wealth Management Professional to join our team, who will be responsible for:
- Taking a proactive approach to discovering customer needs and providing relevant insights and expert advice.
- BUILDING CUSTOMERS' COMPREHENSIVE PLANS using a holistic approach to help them achieve their goals.
- Nurturing strong, long-standing relationships with our customers.
- 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:
- The appetite and drive to build strong customer relationships and deliver excellent customer service.
- The proven ability to meet and exceed sales targets in a fast-paced environment that aligns to a customer's stated goals.
- Mutual Funds license and working towards the CIFP Diploma.
Why Join Us?
You'll be part of a diverse and inclusive organization that values the unique skills and experiences each individual brings. At Scotiabank, you can make an impact and help create a brighter future for our customers.
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