Strategic Wealth Manager

2 days ago


Port Elgin, Canada Scotiabank Full time

We are seeking a highly motivated and customer-focused Strategic Wealth Manager to join our team in Port Elgin, Ontario. As a key member of our Canadian Banking Branch network, you will play a crucial role in providing exceptional service to our customers.

About the Opportunity

This is an excellent opportunity to build your career as a Senior Financial Advisor with a leading bank in the Americas. With Scotiabank, you will have the chance to make a meaningful impact on the lives of our 25 million customers.

You will be responsible for delivering exceptional service throughout the customer's journey by:

  • Taking a proactive approach to discovering customer needs and listening to understand their requirements
  • Educating customers, providing relevant insights, and expert advice
  • Building comprehensive plans using a holistic approach to help customers achieve their goals
  • Nurturing strong, long-standing relationships
  • Developing, retaining, and growing branch business by delivering against individual and team sales goals that support a positive customer experience
Key Responsibilities

Your key responsibilities will include:

  • The appetite and drive to build strong customer relationships
  • A strategic mindset to develop personalized financial strategies, including day-to-day banking, investments, and borrowing solutions
  • The proven ability to meet and exceed sales targets in a fast-paced environment that aligns to a customer's stated goals
  • A Mutual Funds license and completed CIFP Diploma
What We Offer

We offer a competitive compensation and benefits package, including:

  • A salary range of $60,000 - $80,000 per year, based on experience
  • A comprehensive benefits package, including health, dental, and vision coverage
  • A generous retirement savings plan, including a company match
  • Ongoing training and development opportunities to support your growth and success
  • A collaborative and inclusive work environment, with a focus on diversity and inclusion

You will also have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional service to our customers.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.



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