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Senior Financial Consultant
2 months ago
Requisition ID: 205396
At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our customers.
Key Responsibilities:
• Develop and implement comprehensive financial plans that meet our customers' needs and goals
• Provide expert advice and guidance on investment and borrowing solutions
• Build and maintain strong relationships with our customers through proactive communication and follow-up
• Collaborate with colleagues to achieve sales targets and drive business growth
• Stay up-to-date with industry trends and regulatory requirements to ensure our customers receive the best possible service
What We're Looking For:
• A strategic mindset and ability to think critically about our customers' financial situations
• Excellent communication and interpersonal skills, with the ability to build strong relationships with our customers
• A proven track record of meeting and exceeding sales targets in a fast-paced environment
• A Mutual Funds licence and working towards your CIFP Diploma
What We Offer:
• A competitive compensation and benefits package
• Opportunities for career growth and development, with a focus on internal training and advancement
• A collaborative and inclusive work environment that values diversity and inclusion
• Recognition and rewards for high-performance, with clear criteria for career progression