Financial Sales Expert
2 weeks ago
Are you a professional with a passion for financial sales and delivering trusted advice to customers?
In this role, you will:
- Be passionate about financial sales, deliver trusted financial advice, and educate customers on relevant insights and expert advice.
- Create financial plans, using financial planning tool modules and select advice tools and resources.
- Understand the importance of being results-driven and highly engaged.
- Demonstrate a collaborative approach with peers, customers, and partners.
- 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?
- Sales management experience and the ability to market Scotiabank.
- The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers.
- 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?
- A competitive compensation and benefits package.
- The ability to make a lasting impact on customers.
- An inclusive culture where we value and recognize our employees' contributions.
- An organization committed to making a difference in our communities – for you and your customers.
- You will have an assigned book of mid-affluent customers and the ability to build on this book with growth potential customers.
- You'll receive clear, transparent criteria to progress in your career.
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