Senior Financial Consultant
1 week ago
About the Role:
As a Senior Financial Advisor at Scotiabank, you will play a critical role in providing exceptional service to our customers, helping them achieve their financial goals and build a stronger future.
Key Responsibilities:
- Develop and maintain strong relationships with customers, understanding their financial needs and providing personalized advice and solutions.
- Conduct needs assessments, identify opportunities, and develop comprehensive financial plans to help customers achieve their goals.
- Provide expert advice on a range of financial products and services, including investments, borrowing solutions, and day-to-day banking.
- Meet and exceed sales targets, delivering a positive customer experience and driving business growth.
- Stay up-to-date with industry trends and regulatory requirements, ensuring compliance and maintaining a high level of professionalism.
Requirements:
- Proven track record of success in a sales or advisory role, with a strong focus on customer relationships and financial planning.
- Strong knowledge of financial products and services, including investments, borrowing solutions, and day-to-day banking.
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with customers.
- Ability to work in a fast-paced environment, meeting sales targets and delivering results.
- Mutual Funds licence and completed CIFP Diploma.
What We Offer:
- A competitive compensation and benefits package, including opportunities for career growth and development.
- A collaborative and supportive team environment, with a focus on innovation and customer satisfaction.
- The opportunity to make a meaningful impact on customers' lives, helping them achieve their financial goals and build a stronger future.
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