Senior Financial Consultant

1 week ago


Vancouver, British Columbia, Canada Scotiabank Full time

About the Role:

As a Senior Financial Advisor at Scotiabank, you will play a critical role in providing exceptional service to our customers, helping them achieve their financial goals and build a brighter future.

Key Responsibilities:

  • Develop and maintain strong relationships with customers, understanding their financial needs and providing personalized advice and solutions.
  • Conduct needs assessments, identify opportunities, and develop comprehensive financial plans to help customers achieve their goals.
  • Provide expert advice on a range of financial products and services, including investments, borrowing solutions, and day-to-day banking.
  • Meet and exceed sales targets, delivering a positive customer experience and driving business growth.
  • Stay up-to-date with industry trends and regulatory requirements, ensuring compliance and maintaining a high level of professionalism.

Requirements:

  • Proven track record of success in a financial services role, with a strong understanding of financial products and services.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
  • Strategic thinking and problem-solving skills, with the ability to analyze complex financial situations and develop effective solutions.
  • Strong sales and business development skills, with a proven ability to meet and exceed sales targets.
  • Relevant certifications and licenses, including a Mutual Funds license and working towards a CIFP Diploma.

What We Offer:

  • A competitive compensation and benefits package, including a comprehensive pension plan and employee stock purchase program.
  • Ongoing training and development opportunities, including coaching, mentoring, and access to industry-leading tools and resources.
  • A collaborative and inclusive work environment, with a focus on diversity, equity, and inclusion.
  • The opportunity to work with a leading bank in the Americas, with a strong commitment to making a positive impact in our communities.


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