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Senior Financial Advisor

2 months ago

Timmins, Ontario, Canada Scotiabank Full time
About the Role

What Your Role Will Be...

As a Senior Financial Advisor at Scotiabank, you will play a critical role in helping our customers achieve their financial goals. You will be responsible for providing expert advice and guidance to individuals and families, helping them navigate the complexities of personal finance and achieve financial stability.

Key Responsibilities:

  • Customer Relationship Building: Develop and maintain strong relationships with customers, understanding their financial needs and providing tailored solutions to meet those needs.
  • Financial Planning: Create comprehensive financial plans for customers, taking into account their income, expenses, assets, and liabilities.
  • Product and Service Recommendations: Provide customers with expert advice on Scotiabank's range of financial products and services, including banking, investments, and borrowing solutions.
  • Sales and Business Development: Meet and exceed sales targets by identifying new business opportunities and developing strategies to grow existing customer relationships.

What You'll Need to Succeed:

  • Strong Communication Skills: Excellent communication and interpersonal skills, with the ability to build rapport with customers and colleagues.
  • Financial Knowledge: In-depth knowledge of personal finance and banking products and services, with the ability to provide expert advice and guidance.
  • Business Acumen: Strong business acumen, with the ability to analyze financial data and make informed decisions.
  • Customer Focus: A customer-centric approach, with a focus on delivering exceptional service and building long-term relationships.

What We're Offering:

  • Competitive Compensation and Benefits: A comprehensive compensation and benefits package, including a competitive salary, bonuses, and benefits.
  • Opportunities for Growth and Development: Opportunities for career advancement and professional development, with a focus on building skills and expertise.
  • Collaborative Team Environment: A collaborative and inclusive team environment, with a focus on teamwork and mutual support.
  • Recognition and Rewards: Recognition and rewards for high-performance, with a focus on celebrating individual and team achievements.