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Senior Financial Advisor

2 months ago

Sudbury, Ontario, Canada Scotiabank - Global Banking and Markets Full time

About the Role

We are seeking a highly skilled and motivated Senior Financial Advisor to join our team at Scotiabank - Global Banking and Markets. As a Senior Financial Advisor, you will play a key role in providing exceptional service to our customers and helping them achieve their financial goals.

Key Responsibilities

  • Customer Relationship Management
    • Develop and maintain strong relationships with our customers to understand their financial needs and provide personalized advice and solutions.
    • Identify opportunities to cross-sell and upsell our products and services to customers.
  • Financial Planning and Advice
    • Provide expert financial planning and advice to customers to help them achieve their financial goals.
    • Develop and implement comprehensive financial plans that meet the needs of our customers.
  • Sales and Business Development
    • Meet and exceed sales targets by identifying and pursuing new business opportunities.
    • Develop and maintain relationships with key stakeholders to drive business growth and development.

Requirements

  • Education and Experience
    • Relevant degree in finance, business, or a related field.
    • Minimum 3-5 years of experience in financial services, with a focus on wealth management and customer relationship management.
  • Skills and Qualifications
    • Strong knowledge of financial products and services, including investments, borrowing solutions, and day-to-day banking.
    • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and stakeholders.
    • Proven sales and business development skills, with a track record of meeting and exceeding sales targets.

What We Offer

  • Competitive Compensation and Benefits
    • Competitive salary and bonus structure.
    • Comprehensive benefits package, including health, dental, and vision coverage.
  • Opportunities for Growth and Development
    • Opportunities for professional growth and development, including training and mentorship programs.
    • Chance to work with a leading financial institution and contribute to the success of our customers and stakeholders.