Senior Financial Consultant

1 week 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 be responsible for providing exceptional service to our customers throughout their financial journey.

Key Responsibilities
  1. Develop and maintain strong relationships with customers to understand their financial needs and goals.
  2. Provide expert advice and guidance on a range of financial products and services, including day-to-day banking, investments, and borrowing solutions.
  3. Work closely with customers to develop personalized financial strategies that meet their unique needs and objectives.
  4. Meet and exceed sales targets by delivering exceptional customer service and building strong relationships with customers.
  5. Stay up-to-date with industry trends and developments to ensure that customers receive the best possible advice and guidance.
Requirements
  1. Proven track record of success in a financial services role, with a strong focus on customer relationships and sales performance.
  2. Strong knowledge of financial products and services, including investments, borrowing solutions, and day-to-day banking.
  3. Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
  4. Ability to work in a fast-paced environment and meet sales targets.
  5. Relevant certifications and licenses, including a Mutual Funds license and CIFP Diploma.
What We Offer
  1. A competitive compensation and benefits package.
  2. A collaborative and supportive team environment.
  3. Opportunities for professional growth and development, including training and mentorship programs.
  4. A commitment to diversity and inclusion, with a focus on creating a workplace that is welcoming and inclusive for all employees.
  5. A chance to make a real difference in the lives of our customers and contribute to the success of Scotiabank.


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