Financial Services Professional

7 days ago


Ottawa, Ontario, Canada Scotiabank Full time

About the Role:

Key Responsibilities:

  • Develop and maintain strong relationships with clients to understand their financial goals and objectives.
  • Provide expert advice on banking and financial services to clients, including investment products and planning.
  • Work closely with clients to create comprehensive financial plans that meet their needs and goals.
  • Identify and pursue opportunities to grow the business and increase revenue.
  • Collaborate with internal teams to ensure seamless delivery of services to clients.

Requirements:

  • Proven ability to build and maintain strong relationships with clients.
  • Strong knowledge of banking and financial services products and planning.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet sales targets.
  • Mutual Funds licence and working towards the CIFP Diploma.


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