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Experienced Financial Consultant

3 months ago

Orillia, Ontario, Canada Scotiabank Full time

Requisition ID: 200178

Salary Range: 55,200.00

Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience.

At Scotiabank, we are dedicated to fostering a culture that values results and inclusivity, ensuring a high-performance environment.

About the Position

Your Role...
As a Senior Financial Advisor, you will play a crucial role in assisting our clients in shaping their financial futures. We are committed to diversity and inclusion, offering a performance-driven culture that emphasizes coaching, learning, and development. Your contributions will directly impact the lives of our 25 million customers.

Key Responsibilities...

As a valued member of the Canadian Banking Branch network, your focus will be on delivering exceptional service throughout the customer journey by:

  • Proactively identifying customer needs and listening attentively to their requests.
  • Providing education, relevant insights, and expert financial advice.
  • Creating comprehensive financial plans using a holistic approach to help clients achieve their objectives.
  • Building and nurturing strong, lasting relationships with clients.
  • Driving business growth by meeting individual and team sales targets while ensuring a positive customer experience.

Qualifications for Success...

  • A strong desire and capability to cultivate meaningful customer relationships.
  • A strategic approach to developing personalized financial strategies, including banking, investment, and borrowing solutions.
  • Proven track record of meeting and exceeding sales targets in a dynamic environment aligned with customer goals.
  • Possession of a Mutual Funds license and completion of the CIFP Diploma.

What We Offer...

  • An opportunity to be part of a forward-thinking organization with a collaborative team of innovative professionals.
  • A competitive compensation and benefits package.
  • A commitment to making a positive impact in our communities for both you and our customers.
  • Recognition and rewards for high performance, supported by leadership through meaningful development conversations.
  • Clear and transparent criteria for career progression.
  • The ability to advance your career without needing to transfer to a different branch, allowing you to deepen relationships and enhance your expertise.

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future." We assist our customers, their families, and their communities in achieving success through a comprehensive range of advice, products, and services, including personal and commercial banking, wealth management, and investment banking.

We value the unique skills and experiences each individual brings to the Bank and are committed to creating an inclusive and accessible environment for everyone. If you require accommodation during the recruitment process, please inform our Recruitment team. Candidates must apply directly online to be considered for this role. We appreciate all applicants for their interest in a career at Scotiabank; however, only those selected for an interview will be contacted.