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Senior Financial Advisor

2 months ago

Charlottetown, Prince Edward Island, Canada Scotiabank Full time
About the Role

We are seeking a Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers and building strong relationships with them.

Key Responsibilities
  • Take a proactive approach to discovering customer needs and providing relevant insights and expert advice
  • Build comprehensive plans using a holistic approach to help customers achieve their goals
  • Nurture strong, long-standing relationships with customers
  • Develop, retain, and grow the branch business by delivering against individual and team sales goals that support a positive customer experience
Requirements
  • The appetite and drive to build strong customer relationships
  • A strategic mindset to develop personalized financial strategies
  • The proven ability to meet and exceed sales targets in a fast-paced environment
  • A Mutual Funds licence and completed CIFP Diploma
What We Offer
  • A competitive compensation and benefits package
  • An organization committed to making a difference in our communities
  • Clear, transparent criteria to progress in your career
  • The opportunity to join a forward-thinking organization with a collaborative team of innovative thinkers