Experienced Financial Consultant

4 weeks ago

Orillia, Ontario, Canada Scotiabank Full time

Requisition ID: 200178

Salary Range: 55,200.00

Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience.

At Scotiabank, we are dedicated to fostering a results-oriented environment that values inclusivity and high performance.

About the Position

Your Role...
As a Senior Financial Advisor, you will play a crucial role in assisting clients in shaping their financial futures. Scotiabank is committed to diversity and inclusion, providing an environment where every employee can thrive and contribute to our mission of serving over 25 million customers.

Key Responsibilities...

Our Advisors are focused on customer satisfaction and excel at establishing meaningful connections. As a vital member of the Canadian Banking Branch network, your responsibilities will include:

  • Proactively identifying customer needs and engaging in active listening to fully understand their requests.
  • Providing educational insights and expert financial advice tailored to individual circumstances.
  • Creating comprehensive financial plans through a holistic approach to help clients achieve their objectives.
  • Fostering strong, enduring relationships with clients.
  • Driving business growth by meeting and exceeding sales targets while ensuring a positive customer experience.

Qualifications for Success...

  • A strong desire and ability to cultivate lasting customer relationships.
  • A strategic approach to developing personalized financial solutions encompassing daily banking, investment, and borrowing options.
  • Proven track record of achieving and surpassing sales goals in a dynamic environment aligned with customer aspirations.
  • Possession of a Mutual Funds license and completion of the CIFP Diploma.

What We Offer...

  • An opportunity to be part of a forward-thinking organization surrounded by a collaborative team of innovative professionals.
  • A competitive compensation and benefits package.
  • A commitment to making a positive impact in our communities for both you and our clients.
  • Recognition and rewards for high performance, supported by leadership through meaningful development discussions to facilitate career advancement.
  • Clear and transparent criteria for career progression.
  • The ability to advance your career without needing to relocate or change branches, allowing you to deepen relationships and enhance your expertise.

At Scotiabank, we value the unique skills and experiences that each individual brings to our organization. We are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment process, please inform our Recruitment team. Candidates must apply directly online to be considered for this role. We appreciate all applicants for their interest in a career at Scotiabank; however, only those selected for an interview will be contacted.

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