Requisition ID: 87451
Join the Global Community of Scotiabankers to help customers become better off.
As a member of the branch sales team you are responsible for contributing to the team’s overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers. Your primary role is to establish/deepen investment and primary banking relationships with existing ‘assigned’ customers as well as customers referred by branch partners.
Leading with a financial planning approach, you will offer customized planning and advice focused on helping customers achieve their investment and retirement goals; recommending appropriate solutions and providing ongoing relationship management. Along with your own prospecting and customer relationship management activities you’ll also assist branch advisors in providing advice to customers with more complex investment and retirement planning needs to help increase the advisors’ knowledge, skills and confidence with Scotiabank’s deposit and investment solutions. In addition you will be responsible for acting on internal referrals from other team members and for identifying and transitioning customers with borrowing needs to the most appropriate Advisor in the branch.
You will contribute to the branch’s overall success by meeting negotiated personal sales and activity goals through the identification and fulfilment of customer needs as well as referrals to our small business, commercial and wealth management partners. Non-financial objectives include customer satisfaction, teamwork, meeting operational and compliance requirements, and pursuing personal development.
You are also responsible for contributing to a positive customer and employee experience by delivering efficient, straightforward and knowledgeable service throughout your daily interactions, fostering relationships of mutual trust, respect and confidence.
Develop and build trusted customer relationships with emphasis on providing advice relative to more complex investment and retirement planning strategies by:
Effectively execute business development activities focused on driving deposit and investment sales growth by:
Contribute to an optimal customer service and advice experience by:
Contribute to the overall business objectives of the branch team by:
Minimize the Bank’s exposure to risk by:
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
Champions a high performance environment and contributes to an inclusive work environment.
1. Advanced knowledge of practical sales techniques and prospecting
2. Highly effective verbal and written communication skills
3. Ability to work independently with minimal supervision and also as part of larger branch team
4. Proven networking, customer acquisition and interpersonal skills
5. Expert knowledge of:
6. Thorough knowledge of:
Education / Experience
Post-secondary education in Business or related field
Successful completion of the CIFP Diploma in Financial Planning (or Bank Recognized equivalent). For those in Quebec, successful completion of all courses related to IQPF are mandatory (Institut Quebecois de planification financiere). Mutual Fund License (MFDA).
Minimum three years of investment sales experience and financial planning
Bilingualism is required
Location(s): Canada : Ontario : Ottawa || Canada : Quebec : Gatineau
As Canada’s International Bank, we are a leader when it comes to inclusion. We are a diverse and global team, speaking more than 100 languages with backgrounds from more than 120 countries. 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. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.