Strategic Financial Services Consultant

1 day ago


Montreal, Quebec, Canada Scotiabank Full time

At Scotiabank, we're seeking a highly skilled Strategic Financial Services Consultant to join our team. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to customers and building long-standing relationships with existing clients.

About the Role

This role involves connecting with people in a relatable way, being customer-centric, and analyzing financial goals and preferences to recommend customized solutions using a financial planning approach. You will work closely with peers, customers, and partners to deliver trusted financial advice and provide complex solutions and comprehensive financial planning.

  • You will have a minimum of two years of related experience selling investment and credit products.
  • Demonstrated sales management experience and the ability to market Scotiabank.
  • The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers.
Requirements and Qualifications

To succeed in this role, you should possess:

  • A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
  • Results-driven mindset with a focus on delivering exceptional results.
Benefits

As a Strategic Financial Services Consultant at Scotiabank, you can expect a competitive compensation and benefits package, including:

  • A salary of approximately $70,000 - $90,000 per year based on your skills and experience.
  • An assigned book of mid to high affluent customers.
  • The opportunity to make a lasting impact on customers and grow their business.
  • Clear transparent criteria to progress in your career.
What's in it for you?

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English due to serving an English-speaking clientele.



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