Financial Services Professional

2 weeks ago


Oakville, Ontario, Canada Scotiabank Full time
About the Role

Key Responsibilities

  • Develop and maintain strong relationships with customers to understand their financial needs and goals.
  • Provide expert advice and guidance on financial products and services to help customers achieve their objectives.
  • Work collaboratively with colleagues to identify and pursue business opportunities and drive sales growth.
  • Stay up-to-date with industry trends and regulatory requirements to ensure compliance and optimal service delivery.

Requirements

  • Proven track record of success in a customer-facing role, with a strong focus on relationship-building and sales growth.
  • Excellent communication and interpersonal skills, with the ability to work effectively with diverse stakeholders.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights.
  • Relevant certifications and licenses, such as the Mutual Funds license and CIFP Diploma.

What We Offer

  • A dynamic and supportive work environment that fosters collaboration and professional growth.
  • A competitive compensation and benefits package that recognizes and rewards individual and team achievements.
  • Ongoing training and development opportunities to enhance skills and knowledge in areas such as financial planning, wealth management, and customer relationship management.
  • The chance to work with a leading bank in the Americas, committed to making a positive impact in the communities we serve.


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