Senior Financial Consultant

2 months ago

Montreal, Quebec, Canada Scotiabank Full time

Are you a financial professional looking for a challenging role that aligns with your skills and experience?

In this position as a Senior Financial Advisor at Scotiabank, you will have the opportunity to work with a diverse range of clients, providing personalized financial solutions and advice to help them achieve their financial goals.

Key Responsibilities:

  • Develop and maintain strong relationships with clients, understanding their financial needs and preferences.
  • Provide comprehensive financial planning and advice, including investment and credit solutions.
  • Work closely with clients to understand their financial goals and develop tailored strategies to achieve them.
  • Stay up-to-date with industry trends and regulatory requirements, ensuring that clients receive the best possible advice.
  • Collaborate with internal teams to ensure seamless delivery of financial solutions.

Requirements:

  • Minimum two years of experience in financial sales and advisory roles.
  • Demonstrated sales management experience and ability to market Scotiabank's products and services.
  • Strong communication and interpersonal skills, with the ability to build and maintain relationships with clients and colleagues.
  • License to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
  • Bilingualism in French and English, with the ability to communicate effectively with clients and colleagues.

What We Offer:

  • A competitive compensation and benefits package, tailored to the needs of our Retail Banking team.
  • The opportunity to make a lasting impact on our clients' financial lives.
  • A dynamic and supportive work environment, committed to making a difference in our communities.
  • An assigned book of mid to high affluent clients, providing a challenging and rewarding experience.
  • The ability to provide complex solutions and comprehensive financial planning, aligning with Scotiabank's values and goals.

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