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Senior Financial Advisor

2 months ago

Oakville, Ontario, Canada Scotiabank Full time
{"h3": "Senior Financial Advisor Role Overview"}

As a Senior Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. You will be responsible for building strong relationships with our customers, understanding their needs, and providing expert advice to help them make informed financial decisions.

About the Role

Key Responsibilities:

  • Develop and implement comprehensive financial plans for our customers, taking into account their individual goals and risk tolerance.
  • Provide expert advice on a range of financial products and services, including investments, borrowing solutions, and day-to-day banking.
  • Build and maintain strong relationships with our customers, providing ongoing support and guidance to help them achieve their financial objectives.
  • Meet and exceed sales targets, delivering a positive customer experience and driving business growth.
Requirements

What We're Looking For:

  • A proven track record of success in a financial services role, with a strong understanding of financial products and services.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
  • A strategic mindset, with the ability to develop and implement comprehensive financial plans.
  • A Mutual Funds licence and completed CIFP Diploma.
What We Offer

Why Join Scotiabank:

  • A competitive compensation and benefits package.
  • A collaborative and supportive team environment, with opportunities for growth and development.
  • A commitment to making a difference in our communities, through our community investment programs and volunteer initiatives.
  • A recognition and reward program, celebrating individual and team achievements.

Location(s): Canada : Ontario : Burlington || Canada : Ontario : Hamilton || Canada : Ontario : Milton || Canada : Ontario : Mississauga || Canada : Ontario : Oakville

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families, and their communities achieve success through a broad range of advice, products, and services.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.