Strategic Financial Partnerships Specialist

3 weeks ago


Beaumont, Canada Scotiabank Full time

Requisition ID: 208752.

About the Role

A Senior Financial Advisor is responsible for providing exceptional service to customers throughout their financial journey. This includes taking a proactive approach to discovering customer needs, educating them on relevant financial solutions, and building comprehensive plans to help them achieve their goals.

Key Responsibilities

The ideal candidate will have the ability to connect with customers in a relatable way, provide expert advice, and develop personalized financial strategies. They will also be responsible for developing, retaining, and growing the branch business by delivering against individual and team sales goals that support a positive customer experience.

Requirements

The successful candidate will possess a strategic mindset, a proven ability to meet and exceed sales targets, and a Mutual Funds licence and CIFP Diploma. They will also have the appetite and drive to build strong customer relationships and a collaborative team environment.

About Scotiabank

Scotiabank is a leading bank in the Americas, committed to creating and maintaining an inclusive and accessible environment for everyone. We value the unique skills and experiences each individual brings to the Bank and are dedicated to making a difference in our communities.



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