Senior Financial Advisor

4 hours ago

Orillia, Ontario, Canada Scotiabank Full time
About the Role

Senior Financial Advisor

At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal and commercial banking.

Key Responsibilities

  • Develop and implement comprehensive financial plans for clients, taking into account their unique needs and goals
  • Provide expert advice on investment and borrowing solutions, ensuring clients make informed decisions
  • Build and maintain strong relationships with clients, delivering exceptional service and support
  • Work collaboratively with colleagues to achieve sales goals and drive business growth

Requirements

  • Proven experience in financial services, with a strong understanding of banking and investment products
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients
  • Strong analytical and problem-solving skills, with the ability to develop and implement effective financial plans
  • Mutual Funds licence and completed CIFP Diploma

What We Offer

  • A competitive compensation and benefits package
  • Ongoing training and development opportunities to enhance your skills and knowledge
  • A collaborative and supportive work environment, with a focus on teamwork and innovation
  • The opportunity to make a real difference in the lives of our customers

Location

Canada : Ontario : Orillia

Scotiabank is a leading bank in the Americas, committed to helping our customers achieve their financial goals. We're a diverse and inclusive organization, with a strong focus on community involvement and social responsibility.

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