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Senior Financial Consultant

1 week ago

Edmonton, Alberta, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled Senior Financial Advisor to join our team. As an essential member of the Canadian Banking Branch network, you will provide exceptional service throughout the customer's journey by:

  • Taking a proactive approach to discovering customer needs and understanding their requirements.
  • Educating customers on relevant financial solutions and providing expert advice.
  • Building comprehensive plans using a holistic approach to help customers achieve their goals.
  • Nurturing strong, long-standing relationships with customers.
  • Developing, retaining, and growing branch business by delivering against individual and team sales goals that support a positive customer experience.
What You'll Be Doing

As a Senior Financial Advisor, your key responsibilities will include:

  1. Providing personalized financial strategies to customers, including day-to-day banking, investments, and borrowing solutions.
  2. Meeting and exceeding sales targets in a fast-paced environment that aligns with customer goals.
  3. Building trust and establishing strong relationships with customers through proactive communication and education.
  4. Navigating complex financial situations and providing creative solutions to meet customer needs.