Senior Financial Consultant

1 day ago


Barrie, Ontario, Canada Scotiabank Full time
About the Role

Key Responsibilities:

  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Provide expert advice on investment and borrowing solutions, including day-to-day banking, investments, and borrowing options.
  • Build comprehensive financial plans for clients, using a holistic approach to help them achieve their objectives.
  • Nurture long-term relationships with clients, providing ongoing support and guidance.
  • Meet and exceed sales targets, delivering a positive customer experience and driving business growth.

Requirements:

  • Strong communication and interpersonal skills, with the ability to connect with clients in a relatable way.
  • Proven ability to meet and exceed sales targets in a fast-paced environment.
  • Mutual Funds license and completed CIFP Diploma.
  • Strategic mindset and ability to develop personalized financial strategies.

What We Offer:

  • A competitive compensation and benefits package.
  • A collaborative team environment, with opportunities for growth and development.
  • A commitment to diversity and inclusion, with a focus on creating a positive and inclusive workplace culture.
  • Clear, transparent criteria for career progression and advancement.


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