Senior Financial Advisor

1 week ago


Barrie, Ontario, Canada Scotiabank Full time
About the Role

What You'll Be Doing...

As a Senior Financial Advisor at Scotiabank, you will be responsible for providing exceptional service to our customers by taking a proactive approach to discovering their needs, listening to understand what they are asking for, and educating them on relevant insights and expert advice. You will build strong, long-standing relationships with our customers and develop personalized financial strategies to help them achieve their goals.

Key Responsibilities:

  • Discover and understand customer needs through proactive approach
  • Provide expert advice and insights to customers
  • Build strong relationships with customers
  • Develop personalized financial strategies
  • Meet and exceed sales targets

What We're Offering...

At Scotiabank, we offer 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 will have access to internal training and development programs. We are committed to making a difference in our communities and offer a collaborative and inclusive work environment.

Requirements:

  • Appetite and drive to build strong customer relationships
  • Strategic mindset to develop personalized financial strategies
  • Proven ability to meet and exceed sales targets
  • Mutual Funds licence and completed CIFP Diploma

Location: Canada : Ontario : Barrie



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