Financial Services Representative

1 week ago


Montreal, Quebec, Canada Scotiabank Full time
About Scotiabank

At Scotiabank, we're committed to making a positive impact on our customers' lives and the communities we serve.

Job Summary

We're seeking a talented Financial Services Representative to join our team. As a key member of our Canadian Banking Branch network, you'll provide exceptional service to mid-affluent clients, building strong relationships and delivering trusted financial advice.

Key Responsibilities
  • Educate clients on personal finance, providing expert insights and tailored advice to help them achieve their goals.
  • Create customized financial plans using relevant planning tools and resources.
  • Demonstrate a results-driven approach, focusing on client satisfaction and business growth.
  • BUILD RELATIONSHIPS WITH CLIENTS, identifying opportunities to deliver value-added services and deepen existing relationships.
Requirements
  • Sales management experience and ability to effectively market Scotiabank's products and services.
  • LICENSE TO SELL MUTUAL FUNDS AND WORKING TOWARDS THE CIFP DIPLOMA IN FINANCIAL PLANNING (OR BANK RECOGNIZED EQUIVALENT).
  • A collaborative approach when dealing with peers, clients, and partners, ensuring seamless communication and coordination.
What We Offer
  • A competitive compensation package, including base salary and incentives.
  • The opportunity to make a lasting impact on clients' lives and contribute to Scotiabank's mission.
  • An inclusive culture that values employee contributions and recognizes excellence.
  • A chance to work in a dynamic environment with opportunities for growth and development.
Location

Montreal, Quebec, Canada



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