Financial Services Specialist

2 weeks ago


Blainville, Quebec, Canada Scotiabank Full time

Is this role a good fit for you?

In this position, you will:

  • Be passionate about financial sales and deliver trusted financial advice to customers.
  • Educate customers, providing relevant insights and expert advice.
  • Create financial plans, leveraging relevant financial planning tool modules and select advice based tools and resources.
  • Understand the importance of being results-driven.
  • Be highly engaged.
  • Demonstrate a collaborative approach when dealing with peers, customers, and partners.
  • Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers.

Do you have the skills to succeed in this role?

  • Sales management experience and the ability to market Scotiabank.
  • The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers.
  • A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent).

What's in it for you?

  • A competitive compensation and benefits package.
  • The ability to make a lasting impact on customers.
  • An inclusive culture where we value and recognize our employees' contributions.
  • An organization committed to making a difference in our communities – for you and your customers.
  • You will have an assigned book of mid-affluent customers and the ability to build on this book with growth potential customers.
  • You'll receive clear, transparent criteria to progress in your career.

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French, as they will serve an English-speaking clientele.



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