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Strategic Financial Planner for Growth and Success
2 months ago
Discover a career opportunity at Scotiabank, where you can make a lasting impact on the lives of our customers. We're seeking a skilled Strategic Financial Planner to join our Canadian Banking Branch network.
About the Role:As a key member of our team, you will be responsible for delivering exceptional customer service throughout the customer's journey. Your primary focus will be on taking a proactive approach to discovering customer needs, educating them, and providing expert advice to help them achieve their financial goals.
The ideal candidate will have a proven ability to meet and exceed sales targets in a fast-paced environment, while developing strong relationships with customers. You will also possess a strategic mindset, enabling you to develop personalized financial strategies that align with our customers' needs.
- Taking a proactive approach to discovering customer needs
- Educating customers and providing relevant insights and expert advice
- Building comprehensive plans using a holistic approach to help customers achieve their goals
- Nurturing strong, long-standing relationships
To succeed in this role, you will require the appetite and drive to build strong customer relationships, as well as a Mutual Funds license and completed CIFP Diploma. You will also need to demonstrate a strategic mindset, enabling you to develop personalized financial strategies that align with our customers' needs.
About Us:Scotiabank is a leading bank in the Americas, guided by our purpose:
