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Senior Financial Consultant
2 months ago
About the Role
As a Senior Financial Advisor at Scotiabank, you will play a critical role in providing exceptional service to our customers. Your primary responsibility will be to connect with people in a relatable way, understanding their needs and providing expert advice to help them achieve their financial goals.
Key Responsibilities
- Develop and maintain strong relationships with customers, understanding their financial needs and providing tailored solutions.
- Conduct needs assessments, identify opportunities, and develop comprehensive financial plans to meet customer goals.
- Stay up-to-date on market trends, products, and services to provide expert advice and guidance to customers.
- Meet and exceed sales targets, delivering a positive customer experience and driving business growth.
Requirements
- Proven ability to build strong relationships with customers and colleagues.
- Strategic mindset and ability to develop personalized financial strategies.
- Strong communication and interpersonal skills, with the ability to work in a fast-paced environment.
- Mutual Funds license and completed CIFP Diploma.
What We Offer
- A competitive compensation and benefits package.
- Opportunities for professional growth and development, with a focus on customer satisfaction.
- A collaborative team environment, with a commitment to diversity and inclusion.
- Recognition and rewards for high-performance, with clear criteria for career advancement.