Senior Financial Consultant

2 months ago

Mississauga, Ontario, Canada Scotiabank Full time
About the Role

Job Summary

We are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will be responsible for providing expert financial advice and guidance to our customers, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Customer Relationship Building
    • Develop and maintain strong relationships with customers to understand their financial needs and goals.
    • Provide personalized financial advice and guidance to customers to help them achieve their financial objectives.
  • Financial Planning and Advice
    • Assess customers' financial situations and provide recommendations for investment and borrowing solutions.
    • Develop and implement comprehensive financial plans to help customers achieve their financial goals.
  • Sales and Business Development
    • Meet and exceed sales targets by delivering exceptional customer service and providing value-added financial solutions.
    • Develop and implement strategies to grow the branch business and increase sales revenue.
Requirements
  • Education and Certifications
    • Hold a Mutual Funds license and completed CIFP Diploma.
  • Skills and Experience
    • Proven ability to build strong customer relationships and meet sales targets in a fast-paced environment.
    • Strategic mindset to develop personalized financial strategies and solutions.
What We Offer
  • Competitive Compensation and Benefits
    • A competitive salary and benefits package that reflects your value to the organization.
  • Opportunities for Growth and Development
    • Clear, transparent criteria for career advancement and professional development opportunities.
  • Collaborative and Inclusive Work Environment
    • A collaborative team environment that values diversity, equity, and inclusion.

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