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Senior Financial Consultant

2 months ago

Vaughan, Ontario, Canada Scotiabank Full time
About the Role

What Your Role Will Be...

As a Senior Financial Advisor at Scotiabank, you will be responsible for providing exceptional service to our customers, building strong relationships, and delivering personalized financial solutions.

Key Responsibilities:

  • Take a proactive approach to understanding customer needs and providing relevant insights and expert advice.
  • Develop and implement comprehensive financial plans to help customers achieve their goals.
  • Nurture long-standing relationships with customers and develop a deep understanding of their financial needs.
  • Meet and exceed sales targets in a fast-paced environment, aligned with customer goals.

What You Need to Succeed...

  • A strong customer-centric approach and the ability to build trust with customers.
  • A strategic mindset and the ability to develop personalized financial strategies.
  • The proven ability to meet and exceed sales targets in a fast-paced environment.
  • A Mutual Funds license and completed CIFP Diploma.

What We're Offering...

  • A competitive compensation and benefits package.
  • A collaborative team environment with opportunities for growth and development.
  • A commitment to diversity and inclusion, with a focus on creating a positive and inclusive work environment.
  • Clear, transparent criteria for career progression and opportunities for advancement.

Location: Canada, Ontario, various locations.