Financial Services and Personal Banking Specialist
Scotiabank is an international bank offering personal, business and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets services. Its clients include individuals, businesses, corporations, institutions and investors across Canada, the United States, Mexico, Latin America, Europe and Asia Pacific.
About Scotiabank
Scotiabank, also known as The Bank of Nova Scotia, provides a broad range of financial products and services, including deposit accounts, credit cards, lending, mortgages, insurance, investments, wealth management, private banking, corporate and investment banking, capital markets, foreign exchange, financing, advisory services and transaction banking. The organization serves personal banking customers, small and mid-sized businesses, commercial clients, corporate and institutional clients, and investors through its global network.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
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.
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
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
Benefits
- Excellent employee benefits