Financial Services and Personal Banking Specialist
You will advise clients on financial services, provide relevant information and expert guidance, develop financial plans, and build relationships focused on excellent customer experiences and growth with existing clients. You will also collaborate with peers, clients, and partners and serve French- and English-speaking customers.
Responsibilities
- Sell financial services and provide sound financial advice
- Provide clients with relevant information and expert advice
- Develop financial plans using relevant financial planning tools and resources
- Build relationships focused on excellent customer experiences
- Grow relationships with existing clients
- Collaborate with peers, clients, and partners
Requirements
- Experience in sales management and the ability to market Scotiabank
- Ability to build relationships and focus on excellent customer experiences and growth with existing clients
- Mutual fund sales license
- Financial planning diploma from CIFP or an equivalent recognized by the Bank, in progress
- Sufficient proficiency in English in addition to French
Benefits
- Excellent employee benefits