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Senior Financial Advisor

2 months ago

Burlington, Ontario, Canada Scotiabank Full time
About the Role

Key Responsibilities:

  • Develop and maintain strong relationships with customers to understand their financial needs and goals.
  • Provide expert advice and guidance on financial products and services, including investments, borrowing solutions, and day-to-day banking.
  • Build comprehensive financial plans for customers, taking a holistic approach to help them achieve their objectives.
  • Meet and exceed sales targets in a fast-paced environment, delivering a positive customer experience.

Requirements:

  • Proven ability to build strong customer relationships and drive sales growth.
  • Strategic mindset and ability to develop personalized financial strategies.
  • Strong communication and interpersonal skills, with the ability to educate customers and provide expert advice.
  • Mutual Funds licence and completed CIFP Diploma.

What We Offer:

  • A competitive compensation and benefits package.
  • A collaborative team environment and opportunities for professional growth and development.
  • A commitment to diversity and inclusion, with a focus on creating a positive and inclusive work environment.
  • Clear, transparent criteria for career progression and opportunities for advancement.