Senior Financial Advisor

4 weeks ago


Barrie, Ontario, Canada Scotiabank Full time

{"h2": "About the Role", "p": "As a Senior Financial Advisor at Scotiabank, you will be an essential member of the Canadian Banking Branch network, providing exceptional service to customers throughout their journey. Your focus will be on taking a proactive approach to discovering customer needs, listening to understand their requirements, and educating them on relevant insights and expert advice. You will build strong, long-standing relationships with customers, developing comprehensive plans to help them achieve their goals. Your strategic mindset will enable you to develop personalized financial strategies, including day-to-day banking, investments, and borrowing solutions. You will also be responsible for delivering against individual and team sales goals that support a positive customer experience.

To succeed in this role, you will need the appetite and drive to build strong customer relationships, a strategic mindset to develop personalized financial strategies, and the proven ability to meet and exceed sales targets in a fast-paced environment. You will also require a Mutual Funds licence and completed CIFP Diploma.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.

We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.", "ul": [{"li": "Take a proactive approach to discovering customer needs, listening to understand their requirements, and educating them on relevant insights and expert advice."}, {"li": "Build strong, long-standing relationships with customers, developing comprehensive plans to help them achieve their goals."}, {"li": "Develop personalized financial strategies, including day-to-day banking, investments, and borrowing solutions."}, {"li": "Deliver against individual and team sales goals that support a positive customer experience."}, {"li": "Meet and exceed sales targets in a fast-paced environment."}, {"li": "Hold a Mutual Funds licence and completed CIFP Diploma."}], "h3": "What We\u2019re Offering", "ul2": [{"li": "The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers."}, {"li": "A competitive compensation and benefits package."}, {"li": "An organization committed to making a difference in our communities– for you and our customers."}, {"li": "Clear, transparent criteria to progress in your career."}, {"li": "Meaningful development conversations that enable faster advancement and internal training to support your growth and development."}, {"li": "Recognition and rewards for high-performance."}]}



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