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Senior Financial Advisor

2 months ago

Moose Jaw, Saskatchewan, Canada Scotiabank Full time

Senior Financial Advisor role at Scotiabank requires building strong customer relationships, developing personalized financial strategies, and meeting sales targets in a fast-paced environment.

About the role:

  • As a Senior Financial Advisor, you will be responsible for providing exceptional service to customers, understanding their needs, and educating them on relevant financial solutions.
  • You will build comprehensive plans to help customers achieve their goals, nurture long-standing relationships, and develop the branch business by delivering against individual and team sales goals.

Key responsibilities:

  • Take a proactive approach to discovering customer needs and listening to understand their requests.
  • Educate customers on relevant financial solutions and provide expert advice.
  • Build comprehensive plans to help customers achieve their goals.
  • Nurture strong, long-standing relationships with customers.
  • Develop, retain, and grow the branch business by delivering against individual and team sales goals.

Requirements:

  • The appetite and drive to build strong customer relationships.
  • A strategic mindset to develop personalized financial strategies.
  • The proven ability to meet and exceed sales targets in a fast-paced environment.
  • A Mutual Funds licence and completed CIFP Diploma.

About Scotiabank:

  • Scotiabank is a leading bank in the Americas, guided by its purpose: "for every future".
  • The bank helps customers, their families, and their communities achieve success through a broad range of advice, products, and services.
  • Scotiabank values the unique skills and experiences each individual brings to the bank and is committed to creating and maintaining an inclusive and accessible environment for everyone.