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Senior Financial Consultant

2 months ago

Trail, 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, helping them achieve their financial goals and build a brighter future.

Key Responsibilities:

  • Develop and maintain strong relationships with customers, understanding their financial needs and providing personalized advice and solutions.
  • Conduct needs assessments, identify opportunities, and develop comprehensive financial plans to help customers achieve their goals.
  • Provide expert advice on a range of financial products and services, including investments, borrowing solutions, and day-to-day banking.
  • Meet and exceed sales targets, delivering a positive customer experience and driving business growth.
  • Stay up-to-date with industry trends and regulatory requirements, ensuring compliance and maintaining a high level of professionalism.

What We Offer:

  • A competitive compensation and benefits package, including opportunities for career advancement and professional development.
  • A collaborative and inclusive work environment, with a focus on diversity, equity, and inclusion.
  • The chance to make a meaningful impact on the lives of our customers and contribute to the success of Scotiabank.
  • Ongoing training and support, helping you build your skills and expertise in financial services.

Requirements:

  • Proven experience in financial services, 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.
  • Strong analytical and problem-solving skills, with the ability to identify opportunities and develop effective solutions.
  • A Mutual Funds license and working towards a CIFP Diploma.