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Senior Financial Consultant

2 months ago

Trail, Canada Scotiabank Full time

About the Role:

As a Senior Financial Advisor at Scotiabank, 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 branch network.

Key Responsibilities:

  • Take a proactive approach to discovering customer needs, listening to understand their requirements, and providing expert advice to help them achieve their goals.
  • Build strong, long-standing relationships with customers, nurturing their trust and loyalty.
  • Develop and implement comprehensive financial plans, using a holistic approach to help customers achieve their financial objectives.
  • Meet and exceed sales targets, delivering a positive customer experience and driving business growth.

Requirements:

  • A strong appetite for building customer relationships and a drive to succeed in a fast-paced environment.
  • A strategic mindset, with the ability to develop personalized financial strategies and provide expert advice to customers.
  • A proven track record of meeting and exceeding sales targets, with a focus on delivering a positive customer experience.
  • A Mutual Funds licence and working towards your CIFP Diploma.

What We Offer:

  • A competitive compensation and benefits package, with opportunities for growth and development.
  • A collaborative team environment, with a focus on innovation and customer satisfaction.
  • Clear, transparent criteria for career progression, with opportunities for advancement and internal training.
  • A commitment to making a difference in our communities, with a focus on customer satisfaction and business growth.