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Senior Financial Advisor

2 months ago

Burlington, Ontario, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled 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.

Your primary responsibilities will include:

  1. Building Strong Customer Relationships: Take a proactive approach to discovering customer needs, listening to understand their requirements, and providing expert advice to help them achieve their financial objectives.
  2. Developing Comprehensive Financial Plans: Use a holistic approach to create personalized financial strategies that meet the unique needs of our customers, including day-to-day banking, investments, and borrowing solutions.
  3. Meeting Sales Targets: Proven ability to meet and exceed sales targets in a fast-paced environment, aligned with customer goals and objectives.
  4. Staying Up-to-Date with Industry Developments: Maintain a strong understanding of industry trends, products, and services to provide expert advice and guidance to our customers.
What You Need to Succeed

To be successful in this role, you will require:

  1. Strong Communication and Interpersonal Skills: Excellent communication and interpersonal skills to build strong relationships with customers, colleagues, and stakeholders.
  2. Financial Planning and Analysis Skills: Strong financial planning and analysis skills to develop comprehensive financial plans and provide expert advice to customers.
  3. Industry Knowledge and Certifications: A Mutual Funds licence and completed CIFP Diploma, as well as a strong understanding of industry trends and developments.
What We're Offering

We offer a dynamic and supportive work environment, with opportunities for growth and development. As a Senior Financial Advisor at Scotiabank, you can expect:

  1. Competitive Compensation and Benefits: A competitive salary and benefits package, including opportunities for bonuses and incentives.
  2. Professional Development and Training: Ongoing training and development opportunities to enhance your skills and knowledge, and support your career growth.
  3. Collaborative Team Environment: A collaborative and supportive team environment, with opportunities to work with experienced professionals and build strong relationships.
Location

This role is available in various locations across Ontario, including Burlington, Hamilton, Milton, Mississauga, and Oakville.