Financial Planning Specialist

1 week ago


Delta, British Columbia, Canada Scotiabank Full time

Scotiabank is a leading bank in the Americas, guided by its purpose: "for every future". We help our customers, their families, and communities achieve success through a range of advice, products, and services.

About the Role

As a Financial Advisor at Scotiabank, you will be responsible for providing exceptional service to customers throughout their financial journey. Your focus will be on building strong relationships with clients, understanding their needs, and delivering tailored solutions to meet their goals.

Key Responsibilities:
  • Taking a proactive approach to understanding customer needs and preferences
  • Educating customers on relevant financial insights and expert advice
  • Building comprehensive plans using a holistic approach to help customers achieve their financial objectives
  • Nurturing long-term relationships with customers
  • Developing, retaining, and growing business within the branch by meeting sales targets that support a positive customer experience

Skill Requirements:

  • The ability to build strong customer relationships and deliver excellent customer service
  • A proven track record of meeting and exceeding sales targets in a fast-paced environment
  • The capacity to uncover and solve for customer needs
  • Mutual Funds licence and working towards the CIFP Diploma

Benefits:

  • A competitive compensation package, including an estimated salary range of $80,000 - $120,000 per year
  • Ongoing training and development opportunities to enhance your skills and knowledge
  • A collaborative team environment that fosters innovation and growth
  • The opportunity to make a meaningful impact on customers' lives and contribute to the Bank's mission

Location(s): Canada, specifically British Columbia, Tsawwassen. We are committed to creating an inclusive and accessible work environment for all employees and welcome applications from diverse candidates.



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