Senior Banking Services Advisor

Responsibilities

• Provide exceptional service and financial planning solutions to clients within the Canadian branch network
• Analyze client financial goals and preferences to recommend appropriate strategies and solutions
• Offer a wide range of complex financial planning services and products
• Build and grow client relationships through a collaborative and client-centric approach
• Drive results by identifying opportunities for investment and credit sales

Requirements

• Minimum of two years of experience in investment and credit sales
• Proven experience in sales management and the ability to market banking services
• Valid mutual fund sales license
• CIFP financial planning diploma or an equivalent recognized qualification (or currently in progress)
• Strong relationship-building skills and a focus on delivering an excellent customer experience

Benefits

• Competitive compensation and benefits program tailored for personal banking services
• Opportunity to serve an affluent clientele with complex financial needs
• Clear and transparent professional career pathing
• Ability to make a lasting impact on clients and their communities

About the Company

Banque Scotia is a leader in the Canadian banking sector and a major provider of financial services across the Americas. We offer a wide range of products including personal, business, and corporate banking, as well as private banking, investment, and wealth management services. We are committed to fostering an inclusive and accessible environment for all employees and clients.