Financial Planning Specialist

5 days ago


Regina, Saskatchewan, Canada Scotiabank Full time

**Company Overview**

Scotiabank is a leading bank in the Americas, guided by its purpose: 'for every future.' We help our customers, their families, and communities achieve success through various advice, products, and services.


**Job Description**

We are seeking a customer-centric Senior Financial Advisor to join our Canadian Banking Branch network. As an essential member of the team, you will provide exceptional service throughout the customer's journey.


Main Responsibilities:

- Discover customer needs and listen to understand their requirements.

- Educate customers on relevant insights and expert advice.

- Develop comprehensive plans using a holistic approach to help customers achieve their goals.

- Nurture strong, long-standing relationships.

- Deliver against individual and team sales goals that support a positive customer experience.


**Required Skills and Qualifications**

To succeed in this role, you will need:

- A strategic mindset to develop personalized financial strategies.

- The ability to meet and exceed sales targets in a fast-paced environment.

- A Mutual Funds licence and completed CIFP Diploma.


**Benefits**

We offer a competitive compensation and benefits package, as well as opportunities for growth and development within our organization.



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