Senior Financial Relationship Manager

1 week ago


Halifax, Nova Scotia, Canada Scotiabank Full time

With Scotiabank, you have the opportunity to build a fulfilling career as a Senior Financial Relationship Manager. This role is perfect for individuals who are passionate about helping customers achieve their financial goals and objectives.

About the Role

In this position, you will work closely with clients to understand their financial needs and provide personalized advice on investment, borrowing, and banking solutions. Your goal will be to develop and maintain strong relationships with clients, ensuring they receive exceptional service throughout their journey with us.

Key Responsibilities
  • Proactively identify client needs and preferences to offer tailored financial solutions
  • Develop and implement comprehensive financial plans that meet client goals and objectives
  • Build trust with clients through open communication, active listening, and expert advice
  • Pursue opportunities to grow the branch business by delivering against individual and team sales goals
Requirements

To succeed in this role, you will need:

  • A Mutual Funds license and completed CIFP Diploma
  • The ability to meet and exceed sales targets in a fast-paced environment
  • A strategic mindset to develop personalized financial strategies
  • The appetite and drive to build strong client relationships
Benefits

We offer a competitive compensation and benefits package, including:

  • A comprehensive salary of $85,000 per year (based on location and experience)
  • Opportunities for career growth and development
  • A collaborative team environment
  • A chance to make a positive impact in our communities


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