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Senior Financial Advisor

4 weeks ago

Regina, Saskatchewan, Canada Scotiabank Full time
Senior Financial Advisor

At Scotiabank, we help employees build their futures in an inclusive and high-performing culture with a commitment to diversity and inclusion.

Your Role:
  • You will work as a customer-centric advisor, connecting with people in a relatable way.
  • You will provide exceptional service throughout the customer's journey.

We are looking for someone who can take a proactive approach to discovering customer needs, listening to understand what they want, and educating customers with relevant insights and expert advice.

Key Responsibilities:
  1. Taking a proactive approach to discovering our customer needs.
  2. Educating our customers and providing relevant insights and expert advice.
  3. Building comprehensive plans using a holistic approach to help customers achieve their goals.
  4. Nurturing strong, long-standing relationships.
  5. Developing, retaining, and growing the branch business by delivering against individual and team sales goals that support a positive customer experience.
Requirements:
  • A mutual funds license and working towards your CIFP Diploma already.
  • 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.
What We Offer:
  • A forward-thinking organization with a collaborative team of innovative thinkers.
  • A competitive compensation and benefits package.
  • An organization committed to making a difference in our communities.
  • Career growth opportunities with clear, transparent criteria to progress.