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Financial Services Expert

2 months ago

Delta, British Columbia, Canada Scotiabank Full time

About the Role

As a Senior Financial Advisor at Scotiabank, you will play a critical role in providing exceptional service to our customers. Your primary responsibility will be to connect with people in a relatable way, understanding their needs and providing expert advice to help them achieve their financial goals.

Key Responsibilities

  • Develop and maintain strong relationships with customers, understanding their financial needs and providing tailored solutions.
  • Conduct needs assessments, identify opportunities, and develop comprehensive financial plans to meet customer goals.
  • Stay up-to-date on market trends, products, and services to provide expert advice and guidance to customers.
  • Meet and exceed sales targets, delivering a positive customer experience and driving business growth.

Requirements

  • Proven ability to build strong relationships with customers and colleagues.
  • Strategic mindset and ability to develop personalized financial strategies.
  • Strong communication and interpersonal skills, with the ability to work in a fast-paced environment.
  • Mutual Funds license and completed CIFP Diploma.

What We Offer

  • A competitive compensation and benefits package.
  • Ongoing training and development opportunities to support your growth and advancement.
  • A collaborative team environment, with opportunities to work with innovative thinkers and leaders.
  • A commitment to diversity and inclusion, with a focus on creating a positive and inclusive work environment.