Expert Financial Strategist

7 days ago


Québec, Quebec, Canada Scotiabank Full time

At Scotiabank, we're committed to helping employees build their futures and making a meaningful impact.

With a strong focus on customer-centric service, our team of expert financial advisors works closely with clients to understand their unique needs and goals.

Job Overview

As an Expert Financial Strategist at Scotiabank, you'll have the opportunity to work in a fast-paced environment that requires excellent communication and problem-solving skills. You'll be responsible for building long-term relationships with clients and providing personalized financial solutions that meet their individual needs.

About the Role

In this role, you'll take a proactive approach to discovering client needs and educating them on various financial products and services. Your expertise will include:

  • Taking a holistic approach to financial planning and advising clients on day-to-day banking, investments, and borrowing solutions
  • Developing and implementing comprehensive financial plans that align with clients' goals and objectives
  • Nurturing strong relationships with clients through regular communication and follow-up
  • Working collaboratively with colleagues to achieve sales targets and contribute to the growth of the business

What We're Looking For

We're seeking an experienced and skilled financial advisor who is able to communicate effectively with clients and provide expert advice on complex financial matters. Key qualifications include:

  • A Mutual Funds licence and completed CIFP Diploma
  • Proven ability to meet and exceed sales targets in a fast-paced environment
  • Strong analytical and problem-solving skills, with the ability to think critically and make sound decisions

What We Offer

As an Expert Financial Strategist at Scotiabank, you'll enjoy a competitive compensation package, including a base salary of $60,000 per year, plus commissions and bonuses based on performance. You'll also have access to ongoing training and development opportunities, as well as a collaborative and supportive work environment.

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



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