Financial Services Specialist
1 week ago
We are seeking a customer-centric Senior Investment & Personal Banking Specialist to join our Canadian Banking Branch network. This role offers the opportunity to provide exceptional service throughout the customer's journey, analyzing their needs and recommending tailored financial solutions.
About the Job- This is a results-driven position that requires passion for financial sales and delivering trusted financial advice to customers.
- The ideal candidate will have a minimum of two years of related experience selling investment and credit products, with demonstrated sales management experience and the ability to market Scotiabank.
- Provide customized financial solutions using a financial planning approach, understanding customers' financial goals and preferences.
- Analyze customer needs and recommend strategies and solutions to help them achieve their goals.
- Foster complex solutions and comprehensive financial planning, focusing on providing a great client experience and growing long-standing relationships with existing customers.
- Become a licensed mutual funds seller and work towards obtaining the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
- A minimum of two years of related experience selling investment and credit products.
- Demonstrated sales management experience and the ability to market Scotiabank.
- Ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers.
- Licenses and certifications as required by law or industry standards.
- A competitive compensation package customized for Retail Banking, including benefits.
- The opportunity to make a lasting impact on customers and contribute to the company's mission.
- A dynamic work environment with opportunities for growth and professional development.
- An assigned book of mid to high affluent customers.
- The ability to provide complex solutions and comprehensive financial planning.
Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to communicate fluently in English, serving an English-speaking clientele in Montreal, Quebec, Canada.
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