Senior Financial Strategist

1 week ago


Greater Napanee, Ontario, Canada Scotiabank Full time
About the Role

We are seeking a Senior Financial Strategist to join our team at Scotiabank. As a key member of our financial advisory team, you will play a vital role in helping our customers achieve their financial goals.

Key Responsibilities:
  • Educate customers on relevant financial insights and expert advice to inform their decision-making.
  • Develop comprehensive financial plans using a holistic approach to help customers achieve their objectives.
  • Nurture long-standing relationships with customers to build trust and loyalty.
  • Develop and implement sales strategies to deliver against individual and team sales goals, ensuring a positive customer experience.
Requirements:
  • A strong appetite for building customer relationships and driving sales growth.
  • A strategic mindset to develop personalized financial strategies, including day-to-day banking, investments, and borrowing solutions.
  • The proven ability to meet and exceed sales targets in a fast-paced environment.
  • A Mutual Funds license and completed CIFP Diploma.
What We Offer:
  • An opportunity to work with a forward-thinking organization that values innovation and collaboration.
  • A competitive compensation package and benefits program.
  • A commitment to making a positive impact in our communities through community involvement and social responsibility initiatives.
  • Career advancement opportunities through meaningful development conversations and internal training programs.

Scotiabank is a leading bank in the Americas, guided by our purpose: 'for every future.' Our customers' success is our top priority, and we strive to provide them with exceptional service and support to help them achieve their goals.

Location:

Canada - Ontario - Napanee or Kingston



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