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Senior Financial Consultant
2 months ago
About the Role:
We are seeking a highly skilled and motivated Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and build strong relationships with our clients.
Key Responsibilities:
- Customer Service: Provide proactive and personalized service to our customers, understanding their needs and delivering tailored solutions to meet their financial goals.
- Financial Planning: Develop and implement comprehensive financial plans for our customers, using a holistic approach to help them achieve their goals.
- Sales and Business Development: Meet and exceed sales targets, developing and growing the branch business through delivering exceptional customer experiences.
- Relationship Building: Nurture strong, long-standing relationships with our customers, understanding their needs and delivering value-added services to meet their evolving financial needs.
Requirements:
- Appetite for Building Customer Relationships: Demonstrate a strong desire to build and maintain strong relationships with our customers.
- Strategic Mindset: Possess a strategic mindset to develop personalized financial strategies, including day-to-day banking, investments, and borrowing solutions.
- Sales and Business Development: Proven ability to meet and exceed sales targets in a fast-paced environment, aligning with customer goals and objectives.
- Professional Certifications: Hold a Mutual Funds license and completed CIFP Diploma.
What We Offer:
- Collaborative Team Environment: Join a forward-thinking organization with a collaborative team of innovative thinkers.
- Competitive Compensation and Benefits: Receive a competitive compensation and benefits package.
- Opportunities for Growth and Development: Enjoy opportunities for growth and development, with clear, transparent criteria for career progression.
- Recognition and Rewards: Be recognized and rewarded for high-performance, with leadership support for meaningful development conversations and internal training opportunities.
