Financial Sales Expert

2 weeks ago


Montreal, Quebec, Canada Scotiabank Full time

Are you a professional with a passion for financial sales and delivering trusted advice to customers?

In this role, you will:


  1. Be passionate about financial sales, deliver trusted financial advice, and educate customers on relevant insights and expert advice.
  2. Create financial plans, using financial planning tool modules and select advice tools and resources.
  3. Understand the importance of being results-driven and highly engaged.
  4. Demonstrate a collaborative approach with peers, customers, and partners.
  5. Build relationships and focus on providing a great client experience, growing long-standing relationships with existing customers.

What skills will enable you to succeed in this role?


  1. Sales management experience and the ability to market Scotiabank.
  2. The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers.
  3. A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent).

What's in it for you?


  1. A competitive compensation and benefits package.
  2. The ability to make a lasting impact on customers.
  3. An inclusive culture where we value and recognize our employees' contributions.
  4. An organization committed to making a difference in our communities – for you and your customers.
  5. You will have an assigned book of mid-affluent customers and the ability to build on this book with growth potential customers.
  6. You'll receive clear, transparent criteria to progress in your career.

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