Senior Financial Consultant

1 week ago


Mount Pearl, Newfoundland and Labrador, Canada Scotiabank Full time

About the Role

We are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and objectives.

Key Responsibilities

  • Develop and maintain strong relationships with customers, understanding their financial needs and providing personalized advice and solutions.
  • Conduct financial needs assessments, identifying opportunities to grow and retain customer relationships.
  • Provide expert advice on a range of financial products and services, including investments, borrowing solutions, and day-to-day banking.
  • Work collaboratively with colleagues to develop and implement comprehensive financial plans that meet customer needs.
  • Meet and exceed sales targets, delivering exceptional customer service and building strong, long-standing relationships.

Requirements

  • Proven track record of success in a financial services role, with a strong understanding of financial products and services.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
  • Strong analytical and problem-solving skills, with the ability to identify and capitalize on opportunities to grow and retain customer relationships.
  • Relevant certifications and licenses, including a Mutual Funds license and completed CIFP Diploma.

What We Offer

  • A competitive compensation and benefits package, including opportunities for career advancement and professional development.
  • A collaborative and inclusive work environment, with a focus on teamwork and customer satisfaction.
  • The opportunity to work with a leading bank in the Americas, with a strong commitment to diversity and inclusion.
  • A comprehensive training program, designed to help you succeed in your role and advance your career.


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