Executive Financial Strategist

2 weeks ago


Old Toronto, Canada Scotiabank Full time

About Scotiabank

Scotiabank is a purpose-driven organization committed to helping our customers achieve their financial goals.

Salary and Benefits

We offer a competitive compensation package, including a base salary of $85,000 per year, plus bonuses and benefits.

Job Description

As an Executive Financial Strategist, you will be responsible for building strong relationships with our customers, understanding their financial needs, and providing expert advice and solutions.

  • You will take a proactive approach to discovering customer needs, listening to understand what they are asking for.
  • You will educate our customers, providing relevant insights and expert advice.
  • You will build comprehensive plans using a holistic approach to help customers achieve their goals.
  • You will nurture strong, long-standing relationships with our customers.
  • You will develop, retain, and grow the branch business by delivering against individual and team sales goals that support a positive customer experience.

Requirements and Qualifications

To succeed in this role, you will need:

  • The appetite and drive to build strong customer relationships.
  • A strategic mindset to develop personalized financial strategies, including day-to-day banking, investments, and borrowing solutions.
  • The proven ability to meet and exceed sales targets in a fast-paced environment that aligns to a customer's stated goals.
  • A Mutual Funds license and completed CIFP Diploma.

What We're Offering

We're offering a unique opportunity to join a forward-thinking organization where you'll be surrounded by a collaborative team of innovative thinkers. You'll receive clear, transparent criteria to progress in your career, and you won't need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair, enabling you to build deeper relationships and grow your expertise.



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