Strategic Financial Relationship Manager

2 days ago


Brampton, Ontario, Canada Scotiabank Full time

Estimated salary range for this role in Ontario, Canada: $80,000 - $120,000 per year.

About the Role

This position is an exciting opportunity to work with customers and help them achieve their financial goals. As a Senior Financial Advisor at Scotiabank, you will be part of a team that provides exceptional service and expert advice to our clients.

The successful candidate will have the ability to build strong relationships with customers, understand their needs, and provide tailored solutions to meet their objectives. This includes providing day-to-day banking, investment, and borrowing solutions, as well as developing personalized financial strategies to help customers achieve their long-term goals.

Key Responsibilities
  • Develop and implement comprehensive financial plans for customers
  • Provide expert advice on investment and borrowing solutions
  • Build and maintain strong relationships with customers through proactive communication and follow-up
  • Meet or exceed sales targets while delivering a positive customer experience
Requirements
  • Mutual Funds license and completed CIFP Diploma
  • Proven ability to meet sales targets in a fast-paced environment
  • Strong communication and interpersonal skills
  • A strategic mindset and ability to think creatively
What We Offer
  • A competitive compensation package
  • A comprehensive benefits program
  • Ongoing training and development opportunities
  • A collaborative and inclusive work environment


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