Senior Financial Consultant

1 week ago


Trail, Canada Scotiabank Full time
About the Role

As a Senior Financial Advisor at Scotiabank, you will play a critical role in helping our customers achieve their financial goals. You will be responsible for providing exceptional service and building strong relationships with our customers, while also driving sales growth and revenue.

Key Responsibilities
  1. Customer Relationship Building: Develop and maintain strong relationships with our customers, understanding their financial needs and providing personalized advice and solutions.
  2. Financial Planning: Create comprehensive financial plans for our customers, taking into account their goals, risk tolerance, and financial situation.
  3. Sales and Revenue Growth: Meet and exceed sales targets by delivering exceptional customer service and providing relevant financial solutions.
  4. Product Knowledge: Stay up-to-date on Scotiabank's products and services, and use this knowledge to provide expert advice to our customers.
  5. Team Collaboration: Work closely with other teams and departments to ensure seamless delivery of services and solutions to our customers.
Requirements
  1. Strong Communication Skills: Excellent verbal and written communication skills, with the ability to build rapport with customers and colleagues.
  2. Financial Knowledge: Strong understanding of financial products and services, including investments, borrowing solutions, and day-to-day banking.
  3. Sales and Business Development: Proven ability to meet and exceed sales targets in a fast-paced environment.
  4. Professional Certifications: Mutual Funds license and working towards CIFP Diploma.
About Scotiabank

Scotiabank is a leading financial institution committed to making a positive impact in our communities. We offer a competitive compensation and benefits package, as well as opportunities for professional growth and development. Our team is collaborative, innovative, and dedicated to delivering exceptional service to our customers.



  • Trail, Canada Scotiabank Full time

    About ScotiabankAt Scotiabank, we're committed to helping our customers achieve their financial goals. As a leading financial institution, we offer a wide range of financial products and services that cater to the diverse needs of our customers.About the RoleWe're seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a Senior...


  • Trail, Canada Scotiabank Full time

    About ScotiabankAt Scotiabank, we're committed to helping our customers achieve their financial goals. As a leading financial institution, we offer a wide range of financial products and services that cater to the diverse needs of our customers.About the RoleWe're seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a Senior...


  • Trail, Canada Scotiabank Full time

    About the Role:As a Senior Financial Advisor at Scotiabank, you will play a critical role in providing exceptional service to our customers, helping them achieve their financial goals and build a brighter future.Key Responsibilities:Develop and maintain strong relationships with customers, understanding their financial needs and providing personalized advice...


  • Trail, Canada Scotiabank Full time

    About the Role:As a Senior Financial Advisor at Scotiabank, you will play a critical role in providing exceptional service to our customers, helping them achieve their financial goals and build strong relationships with our team.Key Responsibilities:Take a proactive approach to understanding customer needs and providing personalized financial...


  • Trail, Canada Scotiabank Full time

    About the Role:As a Senior Financial Advisor at Scotiabank, you will play a critical role in providing exceptional service to our customers, helping them achieve their financial goals and build strong relationships with our team.Key Responsibilities:Take a proactive approach to understanding customer needs and providing personalized financial...


  • Trail, Canada Scotiabank Full time

    About the Role:As a Senior Financial Advisor at Scotiabank, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and build strong relationships with our branch network.Key Responsibilities:Take a proactive approach to discovering customer needs, listening to understand their requirements, and...


  • Trail, Canada Scotiabank Full time

    About the Role:As a Senior Financial Advisor at Scotiabank, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and build strong relationships with our branch network.Key Responsibilities:Take a proactive approach to discovering customer needs, listening to understand their requirements, and...


  • Trail, Canada Scotiabank Full time

    Unlock your potential as a Senior Financial Advisor at Scotiabank, where you'll play a vital role in helping our 25 million customers achieve their financial goals.Key Responsibilities:Develop and maintain strong relationships with customers, understanding their unique needs and providing tailored financial solutions.Collaborate with colleagues to deliver...


  • Trail, Canada Scotiabank Full time

    Unlock your potential as a Senior Financial Advisor at Scotiabank, where you'll play a vital role in helping our 25 million customers achieve their financial goals.Key Responsibilities:Develop and maintain strong relationships with customers, understanding their unique needs and providing tailored financial solutions.Collaborate with colleagues to deliver...


  • Trail, Canada Scotiabank Full time

    About the RoleWe are seeking a highly 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 ResponsibilitiesTake a proactive approach to discovering customer needs and...


  • Trail, Canada Scotiabank Full time

    About the RoleWe are seeking a highly 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 ResponsibilitiesTake a proactive approach to discovering customer needs and...


  • Trail, BC, Canada Teck Resources Limited Full time

    Position Overview: As a Senior Environmental Consultant, you will play a pivotal role in advancing environmental technology initiatives within our organization. This position involves collaborating with various teams to enhance our environmental project portfolio and provide expert guidance on technical matters.Key Responsibilities: - Act as a proactive...


  • Trail, Canada Scotiabank Full time

    About ScotiabankScotiabank is a leading financial institution committed to helping individuals and businesses achieve their financial goals. Our team of experts is dedicated to providing exceptional service and innovative solutions to meet the evolving needs of our customers.About the RoleWe are seeking a highly motivated and customer-centric Senior...


  • Trail, Canada Scotiabank Full time

    About ScotiabankScotiabank is a leading financial institution committed to helping individuals and businesses achieve their financial goals. Our team of experts is dedicated to providing exceptional service and innovative solutions to meet the evolving needs of our customers.About the RoleWe are seeking a highly motivated and customer-centric Senior...

  • Financial Analyst

    4 weeks ago


    Trail, Canada Kootenay Savings Full time

    Do you have experience in financial analysis, forecasting, and creating detailed financial reports? Are you proficient in analyzing financial data and providing recommendations to drive business success?If you're seeking an opportunity to build a satisfying career with an organization that puts their community and employees first, we encourage you to read...

  • Financial Analyst

    4 weeks ago


    Trail, Canada Kootenay Savings Full time

    Do you have experience in financial analysis, forecasting, and creating detailed financial reports? Are you proficient in analyzing financial data and providing recommendations to drive business success?If you're seeking an opportunity to build a satisfying career with an organization that puts their community and employees first, we encourage you to read...

  • Senior Planner

    4 weeks ago


    Trail, Canada Regional District of Kootenay Boundary Full time

    OverviewThe RDKB is seeking applications to fill a Senior Planner position in the Planning and Development team, on a temporary full-time basis. Expected to commence in September 2024 and run for 1 year, this contract will provide coverage for a permanent employee on maternity leave. Joining an established team, the Senior Planner will be responsible for...

  • Senior Planner

    4 weeks ago


    Trail, Canada Regional District of Kootenay Boundary Full time

    OverviewThe RDKB is seeking applications to fill a Senior Planner position in the Planning and Development team, on a temporary full-time basis. Expected to commence in September 2024 and run for 1 year, this contract will provide coverage for a permanent employee on maternity leave. Joining an established team, the Senior Planner will be responsible for...

  • Senior Planner

    4 weeks ago


    Trail, Canada Regional District of Kootenay Boundary Full time

    OverviewThe RDKB is seeking applications to fill a Senior Planner position in the Planning and Development team, on a temporary full-time basis. Expected to commence in September 2024 and run for 1 year, this contract will provide coverage for a permanent employee on maternity leave. Joining an established team, the Senior Planner will be responsible for...


  • Trail, Canada Scotiabank Full time

    Requisition ID: 205467Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching,...