Expert Financial Services Representative
2 weeks ago
We're a leading bank in Canada, committed to making a positive impact in our communities.
Compensation PackageA competitive compensation package that includes a base salary of $ 85,000 per year, plus performance-based bonuses and benefits.
About the RoleThis is an exciting opportunity to join our team as an Investment & Personal Banking Specialist in Montreal, QC. As a key member of our Canadian Banking Branch network, you'll provide exceptional service to customers throughout their financial journey.
Main Responsibilities:
- Sales and Advice: Be passionate about delivering trusted financial advice to customers and educating them on relevant financial insights.
- Financial Planning: Create personalized financial plans for customers, leveraging our financial planning tool modules and expert advice resources.
- Relationship Building: Build strong relationships with customers, focusing on providing a great client experience and growing long-standing relationships.
Requirements and Qualifications:
- Sales Management Experience: Have sales management experience and be able to effectively market Scotiabank's products and services.
- Licenses and Certifications: Hold a license to sell mutual funds and be working towards the CIFP Diploma in Financial Planning (or equivalent).
Benefits and Opportunities:
- Inclusive Culture: Join a culture that values and recognizes employee contributions, offering opportunities for growth and development.
- Customer Impact: Make a lasting impact on customers' lives by providing tailored financial solutions and exceptional service.
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