Senior Financial Advisor: Holistic Planning

3 weeks ago


Central Ontario, Canada Scotiabank Full time

A leading financial institution in Orillia, Ontario is seeking a Senior Financial Advisor to enhance customer relations and provide personalized financial strategies. The role involves proactive education of customers, building comprehensive plans, and achieving sales targets in a fast-paced environment. Candidates must possess a Mutual Funds licence and a CIFP Diploma. Competitive compensation and a supportive work environment are offered, promoting both individual and community success.
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