Senior Financial Advisor

3 days ago

Sudbury, Ontario, Canada Scotiabank Full time
About the Role

We are seeking a Senior Financial Advisor to join our team at Scotiabank's Sudbury Business Banking Centre. As a Senior Financial Advisor, you will play a key role in building strong relationships with our customers and providing them with expert advice and guidance to help them achieve their financial goals.

Key Responsibilities
  • Take a proactive approach to understanding customer needs and providing personalized financial solutions
  • Educate customers on relevant financial products and services, and provide expert advice to help them make informed decisions
  • Develop and implement comprehensive financial plans that meet the unique needs of each customer
  • Nurture long-term relationships with customers and provide ongoing support and guidance
  • Meet and exceed sales targets in a fast-paced environment, while delivering a positive customer experience
Requirements
  • Strong communication and interpersonal skills, with the ability to build trust and rapport with customers
  • Strategic thinking and problem-solving skills, with the ability to develop creative solutions to complex financial challenges
  • Proven ability to meet and exceed sales targets in a fast-paced environment
  • Mutual Funds license and completed CIFP Diploma
What We Offer
  • A competitive compensation and benefits package
  • A collaborative and supportive team environment
  • Ongoing training and development opportunities to help you grow and succeed in your career
  • The opportunity to make a meaningful impact on the lives of our customers and the communities we serve

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