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Senior Financial Consultant

2 months ago

Prince George, British Columbia, Canada Scotiabank - Global Banking and Markets Full time
About the Role

As a Senior Financial Advisor at Scotiabank - Global Banking and Markets, you will play a critical role in providing exceptional service to our customers. Your primary responsibility will be to build strong relationships with clients, understand their financial needs, and develop personalized financial strategies to help them achieve their goals.

Key Responsibilities
  1. Customer Relationship Building: Develop and maintain strong relationships with clients, understanding their financial needs and goals.
  2. Financial Planning: Create comprehensive financial plans for clients, including day-to-day banking, investments, and borrowing solutions.
  3. Sales and Revenue Growth: Meet and exceed sales targets, delivering a positive customer experience and driving revenue growth.
  4. Product Knowledge: Stay up-to-date with Scotiabank's products and services, providing expert advice to clients.
  5. Team Collaboration: Work collaboratively with colleagues to achieve team sales goals and support a positive customer experience.
Requirements
  1. Strong Communication Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  2. Financial Knowledge: In-depth knowledge of financial products and services, including day-to-day banking, investments, and borrowing solutions.
  3. Sales and Marketing: Proven sales and marketing skills, with the ability to meet and exceed sales targets.
  4. Education and Certifications: Mutual Funds license and completed CIFP Diploma.
What We Offer
  1. Competitive Compensation: A competitive compensation package, including salary, bonuses, and benefits.
  2. Professional Development: Opportunities for professional development, including training and mentorship programs.
  3. Collaborative Team Environment: A collaborative team environment, with a focus on teamwork and customer satisfaction.
  4. Recognition and Rewards: Recognition and rewards for high-performance, including bonuses and promotions.