Experienced Financial Consultant
2 months ago
Become part of a mission-driven team that is dedicated to achieving results within a supportive and high-achieving environment.
Position OverviewYour Role...
As a Senior Wealth Management Advisor at Scotiabank, you will play a crucial role in helping clients shape their financial futures. We are committed to fostering a diverse and inclusive workplace that encourages personal growth and development, providing you with the opportunity to make a significant impact on the lives of our 25 million customers.
Your Responsibilities...
Our Advisors excel in customer engagement and are adept at building meaningful connections. As a vital part of the Canadian Banking Branch network, your primary focus will be to deliver outstanding service throughout the customer experience by:
- Proactively identifying customer needs and listening attentively to their requests.
- Providing valuable insights and expert guidance to educate our clients.
- Creating comprehensive financial plans that adopt a holistic approach to help clients reach their objectives.
- Fostering strong, enduring relationships with clients.
- Driving business growth within the branch by achieving individual and team sales targets that enhance the customer experience.
Qualifications for Success...
- A strong desire and ability to cultivate lasting customer relationships.
- A strategic approach to developing tailored financial solutions encompassing everyday banking, investment options, and borrowing strategies.
- Demonstrated success in meeting and surpassing sales goals in a dynamic environment that aligns with client aspirations.
- Possession of a Mutual Funds license and completion of the CIFP Diploma.
What We Offer...
- An opportunity to be part of a forward-thinking organization surrounded by a collaborative team of innovative professionals.
- A competitive salary and benefits package.
- A commitment to making a positive impact in our communities for both you and our clients.
- Recognition and rewards for high performance, with support from leadership through meaningful development discussions that facilitate rapid advancement and internal training to enhance your skills.
- Clear and transparent criteria for career progression.
- The ability to advance your career without needing to relocate or wait for vacancies, allowing you to deepen relationships and expand your expertise.
Scotiabank is a prominent financial institution in the Americas. Guided by our purpose: "for every future", we assist our clients, their families, and their communities in achieving success through a wide array of advice, products, and services, including personal and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets.
At Scotiabank, we appreciate the unique skills and experiences that each individual contributes to the organization and are dedicated to fostering an inclusive and accessible environment for all. If you require accommodations during the recruitment process, please inform our Recruitment team. Candidates must apply directly online to be considered for this role. We appreciate all applicants for their interest in a career at Scotiabank; however, only those selected for an interview will be contacted.
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