Financial Services Professional

2 days ago


Surrey, British Columbia, Canada Scotiabank Full time
About the Role

What Your Role Will Be...

A Financial Services Professional with a passion for building strong customer relationships and delivering exceptional service. As a key member of our Canadian Banking Branch network, you will be responsible for providing expert advice and guidance to our customers, helping them achieve their financial goals.

Key Responsibilities:

  • Develop and maintain strong relationships with customers, understanding their financial needs and providing tailored solutions.
  • Provide expert advice on investment products and services, including mutual funds and other financial instruments.
  • Work closely with customers to develop comprehensive financial plans, helping them achieve their long-term goals.
  • Identify opportunities to grow the branch business, delivering against individual and team sales goals.
  • Stay up-to-date with industry trends and developments, ensuring you have the latest knowledge and expertise to provide exceptional service to our customers.

What You'll Need to Succeed...

  • A proven track record of building strong customer relationships and delivering exceptional service.
  • Excellent communication and interpersonal skills, with the ability to connect with customers from diverse backgrounds.
  • A strong understanding of financial products and services, including mutual funds and other investment instruments.
  • The ability to work in a fast-paced environment, meeting and exceeding sales targets.
  • A commitment to ongoing learning and professional development, staying up-to-date with industry trends and best practices.

What We're Offering...

  • A competitive compensation and benefits package, reflecting your value to our organization.
  • A collaborative and inclusive work environment, where you can build strong relationships with your colleagues and contribute to our shared success.
  • Ongoing training and development opportunities, helping you grow your skills and expertise.
  • A chance to make a real difference in the lives of our customers, helping them achieve their financial goals and build a better future.


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