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personal financial planner
Title posted on CareerBeacon - Signature Banker
Posted on December 13, 2024 by Employer details Scotiabank
Job details
Requisition ID: 210853Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose Contributes to the overall success of the Signature Banking Business in Canada ensuring specific team and individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. Ensures all activities are conducted in compliance with governing regulations, internal policies, and procedures.The Signature Banker delivers exceptional personal service and is responsible for the day-to-day management of banking and lending solutions, identifying opportunities that meet clients' immediate and future financial needs, and deepening client relationships. Is this role right for you? In this role you will:Consistently deliver the highest level of service and advice during all client interactions by: Demonstrating a passion for engaging with professional clients, delivering exceptional client experiences, and making a significant impact in the lives of our clients Developing a full knowledge and understanding of Bank products, services, processes, and policies Maintaining an acute focus on responding quickly and resourcefully to client requests, ensuring first time right, speed, and easeContribute to the management of client relationships, providing a full range of customized financial solutions by: Understanding the client's financial goals and preferences, analyzing their needs, and recommending the appropriate solutions Providing end-to-end ownership over advice-based solutions including account opening, investments, credit cards, lines of credits and mortgages. Identifying opportunities to expand existing relationships and make referrals to Scotia Wealth Management partners in response to changes in client's needs and preferencesSupport the assigned portfolio of less complex credits by: Participating in the thorough evaluation of the client's banking and borrowing needs and strategies Exercising sound judgement and financial analysis when granting loans within authorized limits Administering Total Wealth product solutions, including Online Loans and Signature Banking Overdraft Facilities Monitoring financial status and proactively identifying unfavorable trends, escalating as requiredMinimize the Bank's exposure to risk by: Staying current on retail lending compliance, regulatory compliance, and custody requirements and changes Adhering to compliance with regulatory activities and guidance over Occupational Health & Safety Ensuring strict adherence to Bank security procedures, including retail lending policies and processes, assigned authorities and limits Escalating fraudulent activities, unusual occurrences, issues/deficiencies/trends to your direct supervisor and/or Team Lead and/or AML and/or Branch Compliance Officer (BCO) and/or Chief Compliance Officers and/or applicable Shared Services Department as appropriate Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decision Adhere to compliance with regulatory activities and guidelines as part of the sales process, including Privacy, Anti-Money Laundering (AML), Anti-Terrorist Financing, Financial Consumer Agency of Canada (FCAC), Know Your Customer (KYC), Canadian Deposit Insurance Corporation (CDIC), Mutual Fund Dealer Association (MFDA) rules, regulations, and policies, as well as Scotia Securities Inc. (SSI) guidelines/processes and Guidelines for Business Conduct Champions a high-performance environment and contributes to an inclusive work environmentDo you have the skills to enable you to be successful in this role? We would love to work with you if you have: Minimum 3-5 years of banking experience The incumbent must have at least 3 years of Business and/or Retail Banking experience, dealing with professional clients Must be an experienced banker with exceptional interpersonal, leadership and business development skills University- LocationEdmonton, AB
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #2129291
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