Senior Financial Advisor

4 days ago


Ottawa, Ontario, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers and helping them achieve their financial goals.

Key Responsibilities
  • Develop and implement comprehensive financial plans for our customers, taking into account their individual needs and goals.
  • Provide expert advice and guidance on a range of financial products and services, including day-to-day banking, investments, and borrowing solutions.
  • Build and maintain strong relationships with our customers, understanding their needs and preferences to deliver a personalized service.
  • Meet and exceed sales targets, working collaboratively with the team to drive business growth and achieve a positive customer experience.
Requirements
  • Proven experience in financial services, 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.
  • A Mutual Funds licence and completed CIFP Diploma, or equivalent qualifications.
  • A strategic mindset and ability to think creatively, with a focus on delivering exceptional customer service.
What We Offer
  • A competitive compensation and benefits package, including opportunities for career growth and development.
  • A collaborative and inclusive work environment, with a focus on teamwork and customer satisfaction.
  • The opportunity to work with a leading bank in the Americas, with a strong commitment to making a positive impact in our communities.

Location: Canada : Ontario : Ottawa

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families, and their communities achieve success through a broad range of advice, products, and services.



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