Is this role right for you?
In this role, you will :
- Be passionate about financial sales as well as delivering trusted financial advice to customers
- Provide a full range of customized financial solutions using a financial planning approach
- Understanding customers’ financial goals and preferences, analyzing their needs and recommending the appropriate strategies and solutions to help them achieve their goals
- Focus on complex solutions and comprehensive financial planning
- Be results-driven
- Be highly engaged
- Demonstrate a collaborative approach when dealing with peers, customers, and partners
- Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers
Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have :
- A minimum 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
- A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
What’s in it for you?
- A competitive compensation and benefits package customized for Retail Banking
- Ability to make a lasting impact on customers
- An organization committed to making a difference in our communities for you and your customers
- An assigned book of mid to high affluent customers
- Ability to provide complex solutions and comprehensive financial planning
- You’ll receive clear transparent criteria to progress in your career
Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English French because they will serve and English-speaking clientele.
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