Senior Financial Advisor
1 day ago
Key Responsibilities:
- Develop and maintain strong relationships with customers to understand their financial needs and goals.
- Provide expert advice and guidance on investment and borrowing solutions, including day-to-day banking, investments, and borrowing options.
- Build comprehensive financial plans for customers, taking a holistic approach to help them achieve their objectives.
- Nurture long-term relationships with customers, delivering exceptional service and support throughout their financial journey.
- Meet and exceed sales targets, driving business growth and revenue for Scotiabank.
Requirements:
- Proven ability to build strong customer relationships and drive business growth.
- Strategic mindset and ability to develop personalized financial strategies.
- Proven sales performance in a fast-paced environment, with a focus on delivering exceptional customer experiences.
- Mutual Funds license and completed CIFP Diploma.
What We Offer:
- A collaborative and innovative work environment, with opportunities for growth and development.
- A competitive compensation and benefits package, recognizing and rewarding high-performance.
- A commitment to diversity and inclusion, with a focus on creating a positive and inclusive work culture.
- Clear, transparent criteria for career progression, with opportunities for advancement and internal training.
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