Senior Wealth Planning Specialist
1 week ago
About the Role
We are seeking a Senior Wealth Planning Specialist to join our team at Scotiabank. As an essential member of our Canadian Banking Branch network, your focus will be on providing exceptional service throughout the customer's journey.
- You will take a proactive approach to discovering our customers' needs and listen to understand what they are asking for.
- Using a holistic approach, you will build our customers' comprehensive plans to help them achieve their goals.
- You will develop personalized financial strategies, including day-to-day banking, investments, and borrowing solutions.
- You will be part of an organization committed to making a difference in our communities.
- You can expect to be recognized and rewarded for high-performance.
Key Responsibilities:
- Develop and maintain strong relationships with clients to understand their financial needs and provide tailored advice.
- Conduct needs assessments and create comprehensive plans to meet client objectives.
- Provide guidance on investment and borrowing solutions to help clients achieve their financial goals.
- Collaborate with internal stakeholders to ensure seamless delivery of products and services.
About Scotiabank:
Scotiabank is a leading bank in the Americas, guided by our purpose: 'for every future'. We help our customers, their families, and their communities achieve success through a broad range of advice, products, and services.
What You'll Need:
- Strong communication and interpersonal skills.
- Ability to work in a fast-paced environment and prioritize multiple tasks.
- Experience in financial planning and wealth management.
- Degree in Finance, Business, or related field.
Compensation:
The estimated salary for this role is around $80,000 - $110,000 per year, depending on location and experience. Additionally, you can expect a comprehensive benefits package, opportunities for career growth and development, and a performance-based bonus structure.
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