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Financial Services Expert
2 months ago
About the Role
We are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and build strong relationships with our clients.
Key Responsibilities
- Develop and implement comprehensive financial plans for our customers, taking into account their individual needs and goals.
- Provide expert advice and guidance 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, understanding their needs and preferences and delivering exceptional service.
- Meet and exceed sales targets, working closely with our customers to understand their financial goals and develop personalized solutions.
- Stay up-to-date with industry trends and developments, ensuring that our customers receive the best possible advice and guidance.
Requirements
- Proven experience in a financial services role, with a strong track record of success.
- 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 colleagues.
- Ability to work in a fast-paced environment, meeting deadlines and delivering results.
- Relevant certifications and qualifications, such as a Mutual Funds license and CIFP Diploma.
What We Offer
- A competitive compensation and benefits package.
- A collaborative and supportive team environment, with opportunities for growth and development.
- A commitment to diversity and inclusion, with a focus on creating a workplace that is welcoming and inclusive for all employees.
- Opportunities for professional development and training, to help you achieve your career goals.