About Company
Scotiabank is a leading bank in the Americas. We are a global financial services provider committed to helping our 25 million customers improve their finances and achieve their goals. With a history spanning over 190 years, our success is built on a foundation of trust, innovation, and a deep understanding of our customers’ evolving needs. We operate across a diverse range of markets, offering a comprehensive suite of financial products and services, including personal and commercial banking, wealth management, corporate and investment banking. While our primary operations are focused in Canada, Latin America, and the Caribbean, our global perspective and commitment to excellence drive our mission to be the best for every future. Join a team dedicated to making a tangible difference in the lives of our clients and communities.
Job Description
As a Financial Specialist at Scotiabank, you will play a pivotal role in building and nurturing lasting relationships with our clients in Tallahassee, Florida. This is an urgent opportunity for a dynamic and client-focused professional to provide comprehensive financial advice and solutions. You will be responsible for understanding individual client needs, goals, and risk tolerances to develop personalized financial plans that encompass a wide array of banking, investment, and lending products. Your day-to-day will involve proactive client engagement, conducting in-depth financial reviews, identifying opportunities to deepen client relationships, and ensuring exceptional service delivery.
You will guide clients through complex financial decisions, offering expert advice on savings, investments, credit solutions, and more, always with their best interests at heart. Success in this role requires a strong sales acumen, coupled with an ethical approach to client management and a thorough understanding of financial markets and products. You will be instrumental in achieving sales targets, expanding our client base, and contributing to the overall growth and profitability of our operations in the region. This position requires meticulous attention to regulatory compliance and adherence to Scotiabank’s high standards of conduct. If you are passionate about helping others achieve financial well-being and thrive in a results-oriented environment, we invite you to contribute your expertise to our growing team. This role offers significant potential for professional development and career advancement within a leading global financial institution.
Key Responsibilities
- Develop and maintain strong, trust-based relationships with a diverse portfolio of clients.
- Conduct thorough financial needs assessments to understand client goals and risk profiles.
- Design and implement personalized financial plans covering investments, savings, lending, and protection solutions.
- Proactively identify and pursue new business opportunities to expand the client base and deepen existing relationships.
- Achieve and exceed sales targets for various financial products and services.
- Provide expert advice on market trends, financial products, and economic developments.
- Ensure strict adherence to all regulatory requirements, internal policies, and compliance standards.
- Collaborate with internal partners to deliver integrated financial solutions and enhance client experience.
- Maintain accurate and up-to-date client records and prepare regular performance reports.
Required Skills
- Minimum of 3 years of experience in financial services, banking, or wealth management.
- Proven track record of success in sales and client relationship management.
- Strong understanding of financial products, including investments, loans, and credit.
- Excellent communication, interpersonal, and presentation skills.
- Ability to analyze financial data and develop comprehensive financial plans.
- High level of integrity and a strong commitment to ethical client service.
- Proficiency in Microsoft Office Suite and financial planning software.
Preferred Qualifications
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Relevant financial industry certifications (e.g., Series 7, Series 66, CFP designation).
- Experience working with diverse client segments.
- Bilingualism (English and Spanish) is an asset.
Perks & Benefits
- Competitive base salary with attractive performance-based bonuses.
- Comprehensive health, dental, and vision insurance.
- Paid time off and holidays.
- 401(k) retirement savings plan with company match.
- Opportunities for professional development and continuous learning.
- Tuition reimbursement program.
- Employee assistance program.
- Dynamic and supportive work environment with opportunities for career advancement.
How to Apply
Interested candidates are encouraged to apply by clicking the application link below. Please submit your resume and a cover letter detailing your relevant experience and why you are an ideal fit for this role. We thank all applicants for their interest; however, only those selected for an interview will be contacted.