Senior Financial Advisor

3 days ago

Sudbury, Ontario, Canada Scotiabank Full time
About the Role

What You'll Be Doing...

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 strategies to help them achieve their goals.

Key Responsibilities:

  • Take a proactive approach to discovering customer needs and providing relevant insights and expert advice
  • Educate customers on financial products and services, and help them develop comprehensive plans to achieve their financial objectives
  • Nurture strong, long-standing relationships with customers and develop a deep understanding of their financial needs and goals
  • Develop and implement sales strategies to meet and exceed individual and team sales goals, while delivering a positive customer experience

What We're Looking For...

  • A strategic mindset and the ability to develop personalized financial strategies for customers
  • 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
  • A collaborative team environment with opportunities for growth and development
  • A commitment to making a difference in our communities, for you and our customers

Location: Canada, Ontario, Chelmsford and Sudbury

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families, and their communities achieve success through a broad range of advice, products, and services.

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