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Senior Financial Advisor

2 months ago

Golden Horseshoe, Canada Scotiabank Full time
About the Role

**Senior Financial Advisor Opportunity**

We are seeking a highly motivated and results-driven Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will play a critical role in providing exceptional service to our customers and helping them achieve their financial goals.

Key Responsibilities
  • **Proactive Customer Engagement**: Develop and maintain strong relationships with customers, understanding their needs and providing personalized financial solutions.
  • **Financial Planning and Advice**: Educate customers on relevant financial products and services, and develop comprehensive plans to help them achieve their goals.
  • **Sales and Business Development**: Meet and exceed sales targets by delivering exceptional customer service and promoting Scotiabank's products and services.
  • **Relationship Building**: Nurture long-term relationships with customers, identifying opportunities to grow their business and increase revenue.
Requirements
  • **Strong Communication and Interpersonal Skills**: Ability to build rapport with customers, colleagues, and stakeholders.
  • **Strategic Thinking**: Proven ability to develop and implement effective financial plans and strategies.
  • **Sales and Business Development**: Experience in sales and business development, with a proven track record of meeting and exceeding targets.
  • **Mutual Funds Licence and CIFP Diploma**: Possession of a Mutual Funds licence and completed CIFP Diploma.
What We Offer
  • **Competitive Compensation and Benefits**: A comprehensive compensation package, including bonuses and benefits.
  • **Opportunities for Growth and Development**: Training and development programs to help you advance your career and achieve your goals.
  • **Inclusive and Diverse Work Environment**: A workplace that values diversity, equity, and inclusion, and provides opportunities for growth and development.