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Financial Services Advisor

2 months ago

Trenton, Canada Scotiabank Full time

About the Role

As a Senior Financial Advisor at Scotiabank, you will play a key role in providing exceptional service to our customers. Your primary responsibility will be to build strong relationships with our clients, understanding their financial needs and goals, and providing personalized advice and solutions to help them achieve their objectives.

Key Responsibilities

  • Develop and maintain a deep understanding of our customers' financial situations and goals
  • Provide expert advice and guidance on financial products and services, including day-to-day banking, investments, and borrowing solutions
  • Build and maintain strong relationships with customers, identifying opportunities to grow their financial portfolios and meet their needs
  • Work collaboratively with other teams to deliver a seamless customer experience
  • Meet and exceed sales targets, driving business growth and revenue

Requirements

  • Proven track record of success in a sales or customer-facing role
  • Strong understanding of financial products and services, including investments and borrowing solutions
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers
  • Ability to work in a fast-paced environment, meeting sales targets and deadlines
  • Mutual Funds license and completed CIFP Diploma

What We Offer

  • A competitive compensation and benefits package
  • Opportunities for career growth and development, with a focus on customer success
  • A collaborative and supportive team environment
  • Recognition and rewards for high-performance