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Senior Financial Advisor

2 months ago

Moose Jaw, Saskatchewan, Canada Scotiabank Full time
About the Role

We are seeking a skilled Senior Financial Advisor to join our team in Moose Jaw, SK. 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 understanding customer needs and providing personalized financial solutions
  • Educate customers on relevant financial products and services, including investments and borrowing solutions
  • Develop comprehensive financial plans that meet customers' goals and objectives
  • Nurture long-standing relationships with customers and develop a deep understanding of their financial situations
  • Meet and exceed sales targets in a fast-paced environment, while delivering a positive customer experience
Requirements
  • Proven ability to build strong customer relationships and meet sales targets
  • Strategic mindset and ability to develop personalized financial strategies
  • 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 positive impact in our communities
  • Clear criteria for career advancement and opportunities for internal training and development

Location: Canada, Saskatchewan, Moose Jaw

Scotiabank is a leading bank in the Americas, committed to helping our customers achieve their financial goals. We value diversity and inclusion, and are committed to creating an inclusive and accessible environment for all employees.