Senior Financial Advisor
4 days ago
Seeking a Senior Financial Advisor to build strong customer relationships, develop personalized financial strategies, and meet sales targets in a fast-paced environment.
As a Senior Financial Advisor at Scotiabank, you will be responsible for providing exceptional service to customers, understanding their needs, and delivering tailored financial solutions. You will work closely with customers to develop comprehensive plans, educate them on relevant financial products, and nurture long-standing relationships.
Key responsibilities include:
- Discovering customer needs and providing expert advice
- Developing personalized financial strategies, including day-to-day banking, investments, and borrowing solutions
- Meeting and exceeding sales targets in a fast-paced environment
- Nurturing strong, long-standing relationships with customers
Requirements for success include:
- A strategic mindset and ability to build strong customer relationships
- A Mutual Funds licence and completed CIFP Diploma
- The proven ability to meet and exceed sales targets in a fast-paced environment
Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families, and their communities achieve success through a broad range of advice, products, and services.
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.
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