Senior Financial Strategist
1 week ago
Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help customers achieve success through advice, products, and services including personal and commercial banking, wealth management, and corporate and investment banking.
The estimated salary for this role is $80,000 - $110,000 per year, depending on experience.
About the RoleThis role involves taking a proactive approach to understanding customer needs, educating them on financial strategies, and building comprehensive plans to help them achieve their goals.
You will be working with a collaborative team of innovative thinkers, surrounded by opportunities for growth and development.
Key responsibilities include:
- Educating customers on financial strategies and providing expert advice
- Building strong relationships with customers and identifying their financial goals
- Developing and implementing comprehensive financial plans
Required skills and qualifications include:
- A mutual funds license and working towards the CIFP Diploma
- Strong communication and interpersonal skills
- Ability to meet and exceed sales targets
Benefits include a competitive compensation package, opportunities for career advancement, and a supportive work environment.
We value diversity and inclusion at Scotiabank and are committed to creating an accessible workplace.
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