Strategic Financial Relationship Manager

4 days ago


Cambridge, Cambridgeshire, United Kingdom Scotiabank Full time
About Scotiabank

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families and their communities achieve success through a broad range of advice, products and services.

We value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.

About the Role

As a Senior Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. Your responsibilities will include:

  • Taking a proactive approach to understanding our customer needs and providing personalized advice.
  • Educating our customers on relevant financial insights and expert advice.
  • Building comprehensive plans using a holistic approach to help our customers achieve their goals.
  • Nurturing strong, long-standing relationships with our customers.
  • Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience.

You will be working in a fast-paced environment, where you will need to meet and exceed sales targets in alignment with our customers' stated goals. A Mutual Funds licence and completed CIFP Diploma are required for this role.

What You Need to Succeed

To be successful in this role, you will need:

  • The appetite and drive to build strong customer relationships.
  • A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions.
  • The ability to work effectively in a team environment and contribute to the growth and development of the branch.
  • An organized and self-motivated approach to managing multiple priorities and deadlines.
Benefits and Compensation

We offer a competitive compensation and benefits package, including:

  • A base salary of $120,000 per year, plus performance bonuses.
  • A comprehensive benefits package, including medical, dental and vision coverage.
  • A generous retirement savings plan, including a 401(k) matching program.
  • Opportunities for professional development and career advancement.

In addition, you will have access to a range of employee perks and discounts, including exclusive discounts on Scotiabank products and services.

Location

This role is based in Ontario, Canada, with opportunities to work in a variety of locations, including Cambridge, Ayr, Guelph, Kitchener and Waterloo.



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