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Senior Financial Advisor

2 months ago

Barrie, Ontario, Canada Scotiabank Full time
About the Role

Job Summary

We are seeking a highly skilled and motivated Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will be responsible for providing expert financial advice and guidance to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities

  • Conduct thorough financial needs analyses to understand clients' financial situations and goals.
  • Develop and implement comprehensive financial plans, including investment, borrowing, and savings strategies.
  • Provide expert advice on investment products, including mutual funds, stocks, and bonds.
  • Build and maintain strong relationships with clients, understanding their financial needs and providing tailored solutions.
  • Meet and exceed sales targets, delivering exceptional customer service and ensuring client satisfaction.

Requirements

  • Proven track record of success in financial services, with a strong understanding of financial products and services.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.
  • Ability to work in a fast-paced environment, meeting deadlines and delivering results.
  • Relevant certifications, such as a Mutual Funds license and CIFP Diploma.

What We Offer

  • A competitive compensation and benefits package.
  • Opportunities for professional growth and development, with training and support to help you succeed.
  • A collaborative and inclusive work environment, with a team of experienced professionals who are passionate about delivering exceptional results.
  • The chance to make a real difference in the lives of our clients, helping them achieve their financial goals and objectives.