Senior Financial Advisor at Scotiabank
19 hours ago
Mississauga ON, Peel Regional District, ON; Ontario, Canada
Scotiabank
Full-time
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Elevate your financial advisory career with Scotiabank as a Senior Financial Advisor in Mississauga, ON. Build strong customer relationships and deliver personalized financial strategies.
As a Senior Financial Advisor, you play a pivotal role in the Canadian Banking Branch network. This position requires proactive customer engagement and the development of comprehensive financial plans, showcasing your ability to listen and understand customer needs. You'll work within a diverse, inclusive culture that values coaching and personal development.
Key Responsibilities
• Proactively discover customer needs through active listening
• Educate customers with relevant insights and expert advice
• Build comprehensive financial plans to achieve customer goals
• Nurture long-term relationships with clients
• Grow branch business by meeting sales targets
Requirements:
• Strong relationship-building skills with customers
• Strategic mindset for personalized financial strategies
• Proven ability to exceed sales targets
• Mutual Funds licence required
• Completed CIFP Diploma Harness your expertise in financial advising to impact lives positively at Scotiabank. #J-18808-Ljbffr
Key Responsibilities
• Proactively discover customer needs through active listening
• Educate customers with relevant insights and expert advice
• Build comprehensive financial plans to achieve customer goals
• Nurture long-term relationships with clients
• Grow branch business by meeting sales targets
Requirements:
• Strong relationship-building skills with customers
• Strategic mindset for personalized financial strategies
• Proven ability to exceed sales targets
• Mutual Funds licence required
• Completed CIFP Diploma Harness your expertise in financial advising to impact lives positively at Scotiabank. #J-18808-Ljbffr