Senior Financial Advisor

2 weeks ago

Red Deer, Alberta, Canada Scotiabank Full time
About the Role

Senior Financial Advisor

As a Senior Financial Advisor at Scotiabank, you will play a key role in providing exceptional service to our customers. Your primary responsibility will be to build strong relationships with our clients, understanding their financial needs and goals, and providing expert advice to help them achieve their objectives.

Key Responsibilities

  • Develop and implement comprehensive financial plans for our customers, taking into account their individual needs and goals.
  • Provide expert advice on a range of financial products and services, including investments, borrowing solutions, and day-to-day banking.
  • Build and maintain strong relationships with our customers, ensuring that they receive exceptional service and support.
  • Meet and exceed sales targets, delivering against individual and team goals that support a positive customer experience.

Requirements

  • Proven ability to build strong relationships with customers and provide exceptional service.
  • Strategic mindset and ability to develop personalized financial strategies.
  • Proven sales ability, with a track record of meeting and exceeding targets.
  • 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.
  • Clear, transparent criteria for career progression, with opportunities for advancement and internal training.

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