Senior Financial Advisor
3 days ago
We are seeking a highly skilled and experienced Senior Financial Advisor to join our team in Richmond Hill. As a key member of our team, you will play a critical role in providing exceptional client service and driving business growth.
The ideal candidate will have a minimum of 5 years' experience in financial services, a university degree in business or a related field, and hold the Certified Financial Planner (CFP) designation. You will be responsible for providing comprehensive financial planning and investment advice to clients, identifying new business opportunities, and building strong relationships with existing clients.
Key Responsibilities:
- Develop and implement comprehensive financial plans for clients, leveraging your expertise in financial planning and investment strategies.
- Identify and pursue new business opportunities, building strong relationships with clients and prospects.
- Stay up-to-date with industry trends and regulatory requirements, ensuring compliance with all relevant laws and regulations.
- Collaborate with colleagues to achieve business objectives and drive growth.
- Provide exceptional client service, responding promptly to client needs and concerns.
Requirements:
- Minimum of 5 years' experience in financial services, with a focus on financial planning and investment advice.
- University degree in business or a related field.
- CFP designation.
- IIROC licensed as a Registered Representative.
- Life License (LLQP).
At Scotiabank, we value diversity and inclusion, and are committed to creating an inclusive and accessible environment for all employees. If you require accommodation during the recruitment and selection process, please let us know. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
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