Strategic Banking Consultant
2 weeks ago
Seeking a dedicated professional to excel as an Investment & Personal Banking Specialist in our Canadian Banking Branch network.
About the RoleAs an essential team member, your primary focus will be to deliver exceptional customer service throughout the entire customer journey. Your passion for financial sales and trusted advice will enable you to connect with customers on a relatable level.
Main Responsibilities:
- Provide expert financial guidance to customers and educate them on relevant insights and market trends.
- Create personalized financial plans leveraging our industry-leading tools and resources.
- BUILD STRONG RELATIONSHIPS WITH PEERS, CUSTOMERS, AND PARTNERS THROUGH COLLABORATIVE APPROACHES.
- Evaluate customer needs and develop tailored solutions to meet their goals.
- Demonstrate results-driven attitude and strive for excellence in all aspects of your work.
Requirements:
- Prior experience in sales management and the ability to effectively market Scotiabank's products and services.
- Skill in building strong relationships focused on delivering exceptional client experiences and growing existing customer relationships.
- Certification to sell mutual funds and completion of CIFP Diploma in Financial Planning (or equivalent).
What We Offer:
- A competitive compensation package that reflects your skills and experience.
- The opportunity to make a lasting impact on customers and contribute to their long-term success.
- An inclusive culture that values diversity, equity, and inclusion.
- A chance to work with a leading bank in the Americas, committed to making a positive difference in our communities.
- You'll have an assigned book of mid-affluent customers, along with opportunities to grow this portfolio.
Location: Canada : Quebec : Montreal
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