Essay Instructions: Hello,
Further to your application for employment opportunities with Scotiabank , we require completion of a preliminary questionnaire to help better understand your experience, interest and financial knowledge for the position you have applied to.
1.Are you legally eligible to work in Canada?
-yes, I have permanent residency status
2.Why did you choose Scotiabank?
-my sister-in-law works for Scotiabank and gave me positive feedbacks
-extending career in banking industry
3.What position(s) are you looking for with us? What interests you about this position at Scotiabank?
- Financial Advisor Trainee
- growing and maintaining wealth.
-advisory
4.Why are you interested in pursuing a career in financial sales?
- extending career
-numerous people have no knowledge about saving money and growing money
5.Why are you looking for an alternate position at this time? Why are you looking to leave your current employer?
-CIBC has low budget (hiring freeze until 2015)
-finished getting accreditation (CSC, IFIC)
- 4 years banking experience
-awesome experience at current role (memorable memories with other colleagues in family environment)
- Currently studying Wealth management essential with Canadian securities institution (mandatory or helpful to become financial advisor)
6. Describe your perfect job. Why? What do you enjoy most in your work? What's your passion? What drives you?
-Financial Advisor
-Love to build personal relationship
-want to help others to maintain strong financial status
-high energy, easy going
- out going personality
7.What are your greatest strengths as an employee?
-Strong rapport skills
-Numerous banking knowledge
-out going personality
8.What are your weaknesses as an employee?
-Please make up one
9.What is your educational background/courses relevant to this role/What accreditation requirements do you currently have ? IFIC, CSC, PFP, CFP etc.?
-refer to resume
10.Is there anything that would preclude you from being registered through the Securities Commission in order to be a Registered Representative to sell Mutual Funds?
Note that if the candidate has their insurance license they will have to be deregistered in order to be registered mutual funds rep.
-no
11. What Sales / Marketing experience do you possess?
- refer to resume
12. Are you geographically mobile? Do you have a preferred geographic location? Are you able to commute up to one hour?
Yes
Preferred to work in Fraser valley area. Langley, Surrey.
-Flexible
-able to commute up to one hour
-I am Asian and more Asian living in Langley and Surrey. I will be an asset to work in Langley and Surrey area. However I do maintain good relationship with different people.
13.Are you available to work extended hours? Many of our branches are open Saturday?s and have extended hours until 8pm Thursday?s and Friday?s. Are you able to work a Tuesday to Saturday work week?
-yes
14.What are your salary expectations for this position?
-40000 to 45000
- I am willing to take the market price.
- with education back ground and work experience, I am hoping.
15. What are your career goals? Where do you see yourself five years from now? What position to aspire to obtain in five years?
Career goal is to become senior financial advisor.
16. What is your computer/software knowledge and skill level?
Advance computer skills
Advance Power points and word
i
17. Do you have any second language skills? (if on resume or requirement for position)
Korean
18. Scotiabank is an equal opportunity employer. We provide accommodation at each stage of our interview process and during employment. For the interview process this can include (but is not limited to) services such as accessible interview sites, alternate format documents (large font, electronic documents, Braille) and interpreters. Can we provide accommodation for your telephone/next interview?
My resume for information
Thank you for your consideration of my application for the Financial Advisor Trainee position with Scotia Bank. I strongly believe that you will find that my banking industry knowledge, management experiences, work ethic and personality will be well suited to the position.
I have been working as a Customer Service Representative at CIBC Langley banking center since November 2010. During this time, I have gained working knowledge of the branch routines and have created excellent client rapport by completing banking transactions quickly and accurately. My main core job is to provide excellent customer skills within a dynamic environment change and follow bank policies and procedure in professional manner. Furthermore, I have maintained Quartile one ranking in 2014 and our Branch is currently sitting at 1st place in NPS (Net Promoter Score) in the Fraser Valley District. I have been praised for having excellent communication skills with the clients and my colleagues for acting in a professional manner.
Moreover, I also have been working as an Assistance Manager at Hime Japanese Restaurant at Vancouver. I have demonstrated the ability to operate a profitable and enjoyable restaurant in professional manner, where the excellence of service is continuously improved, and where a work environment that fosters vision, intellectual thinking and decision making is encouraged. I believe this organizational, time management skills and leadership will helps me to make a valuable contribution to Scotia Bank.
During my studies at Queen?s University in Canada, I learned how to manage my own workload within tight deadlines and I also feel I have gained a solid foundation in the field of economics. Moreover, after completing Canadian Securities Course and Investment Funds in Canada, I have gained a working knowledge about numerous investment, wealth management products and services.
I am confident that with my work experiences, strong academic background, excellent customer interaction skills, conscientious work habits, and desire for constant self-improvement, I would be an asset to the Scotia Bank. I am looking forward to hearing back from you in the next few days to discuss the position.
Thank you for your consideration.
Yourstruly,
________________________________________
PROFILE
OVERVIEW
? High energy well rounded individual with a proven history of solid performance demonstrated across work experiences and academic.
? Excellent on organizational and time management within tight deadlines in dynamic environment.
? Well rounded and easy-going individual who loves to build up strong relationships.
? Strong leadership skills demonstrated through previous management experiences.
? Strength in adapting to challenging environment and ability to work well both independently and as a team with keen adaptability.
? Self-motivated and highly committed.
COMMUNICATION
? Strong communication skills with clients and colleagues which have generated high levels in sales.
? Effectively instructed and encouraged colleagues to meet their deadlines and to work well in a team settings.
? Fluent in writing and speaking both English and Korean.
ANALYTICAL
? Previous management experience in customer service orientated business.
? Previous banking experience.
? Excellent customer rapport building skills.
? Learned working knowledge about Stocks, Bonds and other Investment and credit products within Canadian Securities Course.
? Ensure accuracy and compliance to accounting standards
? Intrinsic leadership qualities; routinely spearhead group projects and presentations.
COMPUTER
? Competent in Microsoft Word, PowerPoint, & Excel
________________________________________
EDUCATION
2014 Canadian Securities Institute
? Investment Funds in Canada (IFIC) Aug 2014
2010 Canadian Securities Institute
? Canadian Security Course (CSC)
2004-2009 Queen?s University -Kingston, Ontario,
? Bachelor of Economics (Honours)
? Relevant courses include: Accounting, Microeconomics, Macroeconomics, Financial Market & Risk Management Skills, Statistics, Econometrics
2000-2004 Langley Secondary School -Langley, British Columbia,
? Honour roll student in Grade 11 and 12
________________________________________
WORK EXPERIENCE
(Nov) 2010 ? Present CIBC Langley Banking Center (transit 00720)
? Customer Service Representative
? Maintained Quartile one ranking in 2014 and Quartile two ranking in 2012 and 2013
? Langley Banking Center is sitting at 1st place in NPS (Net Promoter Score) in the Fraser Valley District
? Successfully met referral target since 2011.
? Complete transactions for customers accurately, quickly, and professionally
? Resolve customer complaints
? Create positive customer interactions
? Recognize client need and met yearly referral targets
? Balancing cash holdings and also assist other staff to balance
? Helped on business wicket
? Identified fraud activities in the branch
(Dec) 2011 ? (Dec) 2013 HimeJapanese Restaurant LTD ? Vancouver B.C
? Assistant Manager
? Accomplished the restaurant HR objectives by training, scheduling, recruiting and disciplining employees.
? Accomplished the restaurant operational activities by preparing and completing action plans, implementing customer service and resolving complains and problems.
? Meets restaurant financial objectives by forecasting requirements, preparing a monthly budget, handling expenditures and transaction.
(Summer) 2007/ 2008 Aurora Park Inn and Suites? Dawson Creek, B.C
? Assistant Manager / Front Desk Reception
? Trained new employees on the front desk and accounting software
? Inspired employees to complete their jobs with the maximum effort
? Organized accounts payable and accounts receivable procedures
? Excellent customer rapport skills.
? Supervising and assigning relevant jobs in the hotel
? Provided quality customer service to all walk-in customers.
? Ensuring all details of check-ins/check-outs are completed
? Answer incoming calls for reservations
? Recognize and resolve problems quickly and efficiently
? Balance the daily budget at the end of the shift
? Handling cash with efficiency and accuracy
________________________________________
EXTRA-CURRICULAR ACTIVITIES
? Assistant Captain of the ROK United Soccer Team in Queens University for 3 years
? Avidly dedicated to fitness through a combination of Soccer and weight training
? Achieved top 6th place AA provincial soccer tournament in B.C, Canada
? Enjoy reading Economist Magazine
Financial Advisor Trainee (Mobility Required)
Corporate Social Responsibility
Scotiabank helps to build bright futures worldwide through ethical banking practices, environmental awareness and a commitment to communities.
Are you looking for a career in Retail Branch Banking? Do you want to help customers become financially better off? Do you want to build your skills and knowledge using your previous work experience or education? Are you looking for a company with a solid training program and is committed to your career development? If you answered Yes to these questions, then Scotiabank is where you want to be!
As a member of your branch sales team, you will be responsible for contributing to your branch?s overall success by meeting defined goals through the identification and satisfaction of immediate customer financial needs. Using a financial planning approach, you will capitalize on opportunities to increase sales, revenue and cross sell with existing and new customers. Goals include sales targets and non-financial objectives related to teamwork, customer service, operational and compliance requirements, and personal development.
You will provide personable, efficient, straightforward and knowledgeable service throughout your daily interactions with all customers and bank employees to foster relationships of mutual trust, respect and confidence.
Canadian Banking provides a full suite of financial advice and solutions, supported by an excellent customer experience, to over 7.5 million personal and business customers across Canada through 1,037 branches, over 3,488 automated banking machines, as well as Internet, mobile and telephone banking, specialized sales teams, and third party.
QUALIFICATIONS:
? You are a strong communicator, easily building professional relationships with an eagerness to work with customers on a daily basis, providing sound financial advice as it relates to their Day to Day banking, Self Service banking, Investments and Borrowing/Insurance needs.
? You are highly organized and results oriented with demonstrated flexibility in adapting to a constantly changing environment.
? IT literacy
? Strong personal ethics
EDUCATION AND ACCREDITATIONS:
? You have a College or University diploma/degree.
? You are required to have successfully completed a qualifying course of study that will enable registration with the provincial securities commission to obtain a license to sell mutual funds.
? Committed to work towards the successful completion of the CIFP Registered Financial and Retirement Advisor Course ? Part 1 (Bank funded)
? Commitment to the completion of Continuing Education courses and activities
ADDITIONAL REQUIREMENTS:
? Successful candidates must be mobile within the district of the North Coast and Fraser Valley. This includes all branches in the Fraser Valley (including the municipalities Chilliwack, Mission, Abbotsford, Langley, Surrey, White Rock, Ladner, and Tsawwassen), as well as the five branches located in Kitimat, Lytton, Prince Rupert, Smithers, and Terrace.
? Successful candidates must be willing to relocate for training and placement within any branches located in the above mentioned locations.
? Northern Living Allowance applies for locations in Kitimat, Lytton, Prince Rupert, Smithers, and Terrace