Senior Advisor for Financial Planning

1 week ago
Bracebridge ON, Muskoka Regional District, ON; Ontario, Canada Scotiabank Full-time

Join as a Senior Financial Advisor focused on customers' futures. Educate clients, build relationships, and create tailored financial plans that drive success and growth. In this senior advisory role, you will engage proactively to understand customer needs and offer insightful financial guidance. Your proven ability to surpass sales targets will support branch-wide growth and enhance customer experiences. Be part of an organization that prioritizes development and innovation, fostering an inclusive environment for success. Key Responsibilities:

  • Discover customer needs through active listening
  • Provide valuable insights and advice on finances
  • Design comprehensive plans to meet individual goals
  • Strengthen long-term relationships with clients
  • Achieve sales targets to support branch objectives
Requirements:
  • Ability to create strong customer relationships
  • Strategic mindset for developing financial strategies
  • Experience in exceeding sales targets
  • Must possess a Mutual Funds licence
  • Completion of CIFP Diploma required
Maximize your financial advisory skills by building strong connections, delivering tailored solutions, and driving impactful results for clients. #J-18808-Ljbffr

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