Strategic Financial Partnerships Consultant

2 days ago


Richmond Hill, Ontario, Canada Scotiabank Full time
About the Role

As a Strategic Financial Partnerships Consultant at Scotiabank, you will play a key role in building strong customer relationships and providing exceptional service throughout the customer's journey.

Key Responsibilities:

  • Taking a proactive approach to discovering customer needs and understanding their goals
  • Educating customers on financial strategies and providing expert advice
  • Developing personalized plans to help customers achieve their objectives
  • Nurturing long-term relationships with customers
  • Contributing to team sales goals by delivering a positive customer experience
Requirements

To succeed in this role, you will need:

  • The ability to build strong connections with customers and understand their financial needs
  • A strategic mindset to develop effective financial solutions
  • The proven ability to meet and exceed sales targets in a fast-paced environment
  • A Mutual Funds licence and completed CIFP Diploma
What We Offer

In return for your expertise, we offer:

  • A competitive salary of $120,000 - $180,000 per year
  • A comprehensive benefits package
  • Ongoing training and development opportunities to support your growth and career advancement
  • The opportunity to work in a dynamic and inclusive environment with a collaborative team

Scotiabank is committed to creating an accessible and inclusive environment for all employees and job applicants. 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.



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