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.