Senior Financial Advisor

2 weeks ago


Red Deer, Alberta, Canada Scotiabank Full time
About the Role

We are seeking a highly motivated and results-driven Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in helping our customers achieve their financial goals and build a brighter future.

Key Responsibilities
  • Take a proactive approach to understanding customer needs and providing expert advice on financial planning and wealth management.
  • Develop and implement comprehensive financial plans that meet the unique needs of our customers.
  • Build strong relationships with customers and provide ongoing support and guidance to help them achieve their financial objectives.
  • Work collaboratively with colleagues to deliver exceptional customer service and drive business growth.
Requirements
  • Proven track record of success in financial services, with a strong understanding of financial planning and wealth management principles.
  • 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 analyze complex financial data and develop effective solutions.
  • Relevant certifications and licenses, including a Mutual Funds license and CIFP Diploma.
What We Offer

As a Senior Financial Advisor at Scotiabank, you will have the opportunity to work with a talented team of professionals who are passionate about helping our customers achieve their financial goals. We offer a competitive compensation and benefits package, as well as opportunities for professional growth and development.

At Scotiabank, we value diversity and inclusion, and are committed to creating a workplace that is inclusive and accessible to all employees. If you require accommodation during the recruitment and selection process, please let us know.



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