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Senior Financial Advisor

2 months ago

Lancaster Park, Alberta, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled and customer-focused Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will play a critical role in providing exceptional service to our customers and helping them achieve their financial goals.

Key Responsibilities
  • Develop and maintain strong relationships with customers to understand their financial needs and provide tailored advice and solutions.
  • Conduct needs assessments and provide recommendations to customers on financial products and services that meet their goals and objectives.
  • Work collaboratively with colleagues to identify and pursue business opportunities and deliver against sales targets.
  • Stay up-to-date with market trends and regulatory requirements to ensure customers receive the best possible advice and service.
Requirements
  • Proven track record of success in a financial services role, with a strong focus on customer relationships and sales performance.
  • Excellent communication and interpersonal skills, with the ability to build trust and rapport with customers.
  • Strong analytical and problem-solving skills, with the ability to identify and address customer needs.
  • Mutual Funds licence and working towards the CIFP Diploma.
What We Offer
  • A competitive compensation and benefits package, including a comprehensive training program to support your growth and development.
  • A collaborative and inclusive work environment, with opportunities to work with a diverse team of professionals.
  • A commitment to making a positive impact in our communities, through our community investment and volunteer programs.