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Senior Financial Consultant

1 month ago


Trail, Canada Scotiabank Full time
Senior Financial Advisor Role

At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our customers, helping them navigate the complexities of personal and commercial banking.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for customers, taking into account their unique needs and goals.
  • Provide expert advice on investment and borrowing solutions, ensuring customers make informed decisions about their financial futures.
  • Build and maintain strong relationships with customers, understanding their financial needs and preferences.
  • Meet and exceed sales targets, delivering exceptional customer service and driving business growth.
Requirements:
  • Proven track record of success in financial services, with a strong understanding of investment and borrowing solutions.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
  • Strategic mindset, with the ability to develop and implement comprehensive financial plans.
  • Mutual Funds licence and working towards CIFP Diploma.
What We Offer:
  • A competitive compensation and benefits package, reflecting your value to our organization.
  • Ongoing training and development opportunities, helping you grow and advance in your career.
  • A collaborative and inclusive work environment, where you'll be supported by a talented team of professionals.
  • The opportunity to make a real difference in the lives of our customers, helping them achieve their financial goals and aspirations.