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Senior Financial Consultant

2 months ago


Huntsville, Ontario, Canada Scotiabank Full time
About the Role

Key Responsibilities:

  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Provide expert advice on investment and banking solutions to help clients achieve their objectives.
  • Build comprehensive financial plans for clients, taking a holistic approach to their financial well-being.
  • Nurture long-term relationships with clients, delivering exceptional service and support.
  • Meet and exceed sales targets, driving business growth and revenue.

Requirements:

  • Strong communication and interpersonal skills to build trust with clients.
  • Strategic thinking to develop personalized financial strategies.
  • Proven ability to meet sales targets in a fast-paced environment.
  • Mutual Funds license and completed CIFP Diploma.

What We Offer:

  • A collaborative and innovative work environment.
  • A competitive compensation and benefits package.
  • Opportunities for professional growth and development.
  • A commitment to diversity and inclusion.