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:

A hiring company that offers alternative approaches to pay, performance bonuses, and/or equity in the firm is very attractive to you. You're generally less interested in working for an organization offering only traditional, salary-based compensation, one with limited opportunity to acquire equity in the firm, or one that does not actively promote skill development. In addition, you are more likely to choose a company that offers a variety of internal career options, with defined career paths. You view the learning of new skills and development of your expertise as key to your career advancement. These aspects of an organization may become even more important to you as you progress in your field, and are especially critical if you change career or occupation.

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: