Bank Of Nova Scotia, Scotiabank Work Values

Daily Duties at Bank Of Nova Scotia, Scotiabank:

As a Scotiabank Investment Specialist, I drew on my investment expertise and years of financial planning experience to help my clients realize their financial goals.   I am committed to nurturing long-term relationships with my clients. An in-depth understanding of their goals and financial situation ensures relevant advice and solutions that are tailored to meet their unique needs. Many are small business owners – individuals, families and entrepreneurs that are passionate about their chosen venture. I bring that same passion to help them align their business plan with their personal financial plan in order to realize their investment and retirement goals.   Understanding the time constraints of business owners, my clients appreciate the flexibility of meeting at a time and location that works with their schedule. Additionally, I can help their employees achieve investment success with practical advice and convenient solutions.   I understand the more complex needs of small business owners and include multiple sources of retirement income, tax deferral strategies and succession planning issues when building a customized financial plan. I place a premium on partnerships to help my clients manage their entire financial picture, working with specialized professionals at Scotiabank for tax and estate planning, business succession and financing needs. Using a disciplined approach, I advise my clients on the following valuable services: - Goals/financial assessment - Customized financial planning - Tailored investment solutions - Retirement and retirement income planning - Tax-deferral strategies

What they like about Bank Of Nova Scotia, Scotiabank:

Working in an organization that is technologically advanced, creative, and innovative is critical in your assessment of hiring companies. Less important to you are stability of the organization, the length of time an organization has been in business, and the business' plans for the future. You prefer a fast-moving company that will take risks to achieve its goals and objectives. The length of time the company has been in business is irrelevant. Maintaining status quo is unnecessary. You thrive on change, uncertainty and the upside of potential business risks, especially those associated with innovation. Stability for the long haul is not nearly as important as is working in an atmosphere that is charged with a sense of urgency and constant change.

Tags

Financial, Management, Planning, Portfolio Management, Retirement planning, Bilingual, Cash Management, Communication Skills, English Language, Excellent Communication Skills, Estate Planning, Spanish Language, Financial Planning, Financial Analysis, SalesForce, CRM

Skills

Financial, Management, Planning, Portfolio Management, Retirement planning, Bilingual, Cash Management, Communication Skills, English Language, Excellent Communication Skills

These are some of the questions we asked our climbers about their experiences with Bank Of Nova Scotia, Scotiabank: