Financial Planning Specialist

7 days ago


Prince Albert, Saskatchewan, Canada Scotiabank Full time
About Us
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank. We are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role.

Your Responsibilities
You will be responsible for:
  1. • Taking a proactive approach to discovering customer needs, listening to understand what they are asking for • Educating our customers, providing relevant insights and expert advice • Building our customer's comprehensive plans using a holistic approach to help them achieve their goals • Nurturing strong, long-standing relationships • Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

About the Role
This is a unique opportunity to join a forward-thinking organization where you will be surrounded by a collaborative team of innovative thinkers. You will have the opportunity to work in a dynamic and fast-paced environment where you will be challenged to grow and develop your skills. As a Senior Financial Advisor, you will be responsible for helping our customers achieve their financial goals and building strong relationships with them.

What We're Looking For
We are looking for someone who has a strong passion for building relationships and helping others achieve their goals. You should have a strategic mindset and be able to develop personalized financial strategies that meet the needs of our customers. You should also have excellent communication and interpersonal skills, as well as the ability to work effectively in a team environment. A mutual funds license and working towards your CIFP Diploma are also required.

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