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Senior Financial Advisor

2 months ago

Golden Horseshoe, Canada Scotiabank Full time
About the Role

Job Summary

We are seeking a highly motivated and customer-centric 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 building strong relationships with them.

Key Responsibilities
  • Customer Relationship Building
    • Develop and maintain strong relationships with customers to understand their financial needs and goals.
    • Provide personalized financial advice and solutions to customers.
  • Financial Planning and Advice
    • Assess customers' financial situations and provide recommendations for investment and borrowing solutions.
    • Develop and implement comprehensive financial plans for customers.
  • Sales and Business Development
    • Meet and exceed sales targets by delivering exceptional customer service and building strong relationships with customers.
    • Identify and pursue new business opportunities to grow the branch business.
  • Professional Development
    • Stay up-to-date with industry trends and developments to provide expert advice to customers.
    • Participate in ongoing training and development programs to enhance skills and knowledge.
Requirements
  • Education and Certifications
    • Completed CIFP Diploma.
    • Mutual Funds licence.
  • Skills and Experience
    • Proven ability to build strong customer relationships and meet sales targets.
    • Strategic mindset to develop personalized financial strategies.
    • Excellent communication and interpersonal skills.
What We Offer
  • Competitive Compensation and Benefits
    • A competitive salary and benefits package.
  • Opportunities for Growth and Development
    • Clear criteria for career advancement and professional development opportunities.
  • Collaborative and Inclusive Work Environment
    • A supportive and inclusive work environment that values diversity and inclusion.