Senior Financial Services Specialist
2 weeks ago
As a Senior Financial Services Specialist at Scotiabank, you will be responsible for providing exceptional service to customers in Canada. Your focus will be on delivering customized financial solutions and trusted advice to help them achieve their goals.
About the Role- You will work with customers to understand their financial needs and preferences, analyzing their situations to recommend the best strategies and solutions.
- Your expertise will include financial sales, trusted advice, and comprehensive financial planning to meet the complex needs of mid-to-high affluent customers.
- You will be required to communicate effectively in English and French due to serving an English-speaking clientele.
What's in it for you?
- A competitive compensation package, including a base salary estimated to be around CAD 70,000 - CAD 100,000 per year, depending on experience.
- The opportunity to make a lasting impact on customers and grow long-standing relationships.
- An organization committed to making a difference in our communities.
To succeed in this role, you should have:
- A minimum of two years of related experience selling investment and credit products.
- Demonstrated sales management experience and the ability to market Scotiabank's services.
- The ability to build strong relationships focused on providing a great client experience.
- A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning or its equivalent.
Pursuant to Scotiabank's language needs assessment, fluency in both English and French is required.
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