Senior Financial Advisor

12 hours ago

Richmond Hill, Ontario, Canada Scotiabank Full time

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

As a Senior Financial Advisor, you will be responsible for:

  • Discovering customer needs, listening to understand their requirements, and educating them on relevant financial solutions.
  • Building comprehensive plans to help customers achieve their financial goals.
  • Nurturing long-standing relationships and developing the branch business by delivering against individual and team sales goals.

To succeed in this role, you will need:

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

Scotiabank offers a competitive compensation and benefits package, as well as opportunities for growth and development. You will be supported by leadership through meaningful development conversations and internal training to support your growth and development.

Location: Canada, Ontario, North York

Scotiabank is a leading bank in the Americas, committed to creating and maintaining an inclusive and accessible environment for everyone.

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