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Senior Financial Advisor

2 months ago

Charlottetown, Prince Edward Island, Canada Scotiabank Full time
About the Role

We are seeking a skilled Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers and helping them achieve their financial goals.

Key Responsibilities
  • Develop and maintain strong relationships with customers to understand their financial needs and provide personalized advice and solutions.
  • Provide expert guidance on financial planning, investments, and borrowing solutions to help customers achieve their goals.
  • Meet and exceed sales targets by delivering a positive customer experience and building strong relationships with customers.
  • Stay up-to-date with industry trends and developments to provide the best possible advice and solutions to customers.
Requirements
  • Proven experience in financial services and a strong understanding of financial planning and investments.
  • Excellent communication and interpersonal skills to build strong relationships with customers.
  • Able to work in a fast-paced environment and meet sales targets.
  • Mutual Funds licence and completed CIFP Diploma.
What We Offer
  • A competitive compensation and benefits package.
  • A collaborative and innovative team environment.
  • Opportunities for professional growth and development.
  • A commitment to diversity and inclusion.

Location: Canada : Prince Edward Island : Charlottetown