Senior Financial Consultant
1 week ago
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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