Senior Wealth Management Professional

4 days ago


Lindsay, Ontario, Canada Scotiabank Full time

Discover a rewarding career as a Senior Wealth Management Professional with Scotiabank. We're seeking a driven individual to join our team and help customers achieve their financial goals.

About the Role

Job Summary

  • We are looking for a skilled Financial Advisor to work with our clients, providing expert advice and guidance on managing their wealth.

Key Responsibilities

  • Taking a proactive approach to understanding customer needs, listening attentively to their requirements, and providing tailored solutions.
  • Educating customers on relevant financial products and services, offering expert insights and recommendations.
  • Building strong relationships with customers, leveraging a holistic approach to develop comprehensive plans that align with their goals.
  • Nurturing long-term connections, fostering trust, and delivering exceptional customer experiences.
  • Driving business growth by achieving sales targets, developing strategies that meet customer needs, and promoting a positive brand image.

Requirements

  • A proven track record of building successful customer relationships, demonstrating a deep understanding of customer needs and preferences.
  • A strategic mindset, capable of developing personalized financial strategies that cater to diverse customer requirements.
  • The ability to exceed sales targets in a fast-paced environment, consistently delivering results that meet customer expectations.
  • A Mutual Funds licence and completed CIFP Diploma, ensuring expertise in financial planning and management.

What We Offer

  • A competitive compensation package, including a salary range of $65,000 - $90,000 per year, depending on experience and performance.
  • An attractive benefits package, including health and dental insurance, retirement savings plan, and paid time off.
  • Ongoing training and development opportunities, enabling you to grow your skills and advance your career.
  • A dynamic and inclusive work environment, where diversity and innovation thrive.

Location: Lindsay, Ontario, Canada. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.



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