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Senior Financial Advisor

2 months ago


Sudbury, Ontario, Canada Scotiabank Full time

About the Role

As a Senior Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. You will be responsible for providing expert advice and guidance on a range of financial products and services, including day-to-day banking, investments, and borrowing solutions.

Key Responsibilities

  • Develop and implement comprehensive financial plans for customers, taking into account their individual needs and goals.
  • Provide expert advice and guidance on a range of financial products and services, including investments, borrowing solutions, and day-to-day banking.
  • Build and maintain strong relationships with customers, understanding their financial needs and providing tailored solutions.
  • Meet and exceed sales targets, delivering a positive customer experience and driving business growth.

Requirements

  • Proven experience in financial services, with a strong understanding of financial products and services.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers.
  • Strong analytical and problem-solving skills, with the ability to develop and implement comprehensive financial plans.
  • Mutual Funds licence and completed CIFP Diploma.

What We Offer

  • A competitive compensation and benefits package.
  • A collaborative and supportive team environment, with opportunities for growth and development.
  • A commitment to making a difference in our communities, through our community investment programs and volunteer initiatives.

About Scotiabank

Scotiabank is a leading bank in the Americas, guided by our purpose of helping our customers, their families and their communities achieve success. We value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.