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Senior Financial Consultant

2 months ago

Mississauga, Ontario, Canada Scotiabank Full time
About the Role

Job Summary:

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

Key Responsibilities:
  1. Customer Relationship Building: Develop and maintain strong relationships with customers, understanding their financial needs and goals.
  2. Financial Planning: Create comprehensive financial plans for customers, including day-to-day banking, investments, and borrowing solutions.
  3. Sales and Revenue Growth: Meet and exceed sales targets, delivering a positive customer experience and driving revenue growth.
  4. Product Knowledge: Stay up-to-date on Scotiabank's products and services, providing expert advice to customers.
  5. Team Collaboration: Work collaboratively with colleagues to achieve team sales goals and support a positive customer experience.
Requirements:
  1. Financial Expertise: Proven ability to provide expert financial advice and guidance to customers.
  2. Sales and Marketing: Strong sales and marketing skills, with a proven track record of meeting and exceeding sales targets.
  3. Communication: Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
  4. Education and Certifications: Mutual Funds licence and completed CIFP Diploma.
What We Offer:
  1. Competitive Compensation: A competitive salary and bonus structure.
  2. Benefits Package: A comprehensive benefits package, including health and dental insurance, retirement savings, and paid time off.
  3. Professional Development: Opportunities for professional development and career advancement.
  4. Recognition and Rewards: Recognition and rewards for high-performance and contributions to the team.