Senior Financial Consultant

1 month ago


Cornwall, Canada Scotiabank Full time
About the Role

Senior Financial Advisor

At Scotiabank, we empower our employees to build their futures, fostering an inclusive and high-performing culture that drives results. Our team is committed to delivering exceptional service, connecting with customers in a relatable way, and providing expert advice to help them achieve their goals.

Key Responsibilities
  • Proactively discover customer needs, listen to understand their requirements, and educate them on relevant insights and solutions.
  • Develop comprehensive plans using a holistic approach, helping customers achieve their financial objectives.
  • Nurture strong, long-standing relationships, and develop, retain, and grow the branch business by delivering against individual and team sales goals.
Requirements
  • A strong appetite for building customer relationships and a strategic mindset to develop personalized financial strategies.
  • The ability to meet and exceed sales targets in a fast-paced environment, aligning with customer goals.
  • A Mutual Funds licence and completed CIFP Diploma.
What We Offer
  • A forward-thinking organization with a collaborative team of innovative thinkers.
  • A competitive compensation and benefits package.
  • An organization committed to making a difference in our communities, for you and our customers.
  • Clear, transparent criteria for career progression, enabling faster advancement and internal training for growth and development.


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