Senior Financial Advisor

2 months ago

St Albert, Alberta, 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. Your primary responsibility will be to connect with people in a relatable way, understanding their needs and providing expert advice to help them achieve their financial goals.

Key Responsibilities

  • Develop and maintain strong relationships with customers, understanding their financial needs and providing tailored solutions.
  • Conduct needs assessments, identify opportunities, and develop comprehensive financial plans to meet customer goals.
  • Provide expert advice on a range of financial products and services, including investments, borrowing solutions, and day-to-day banking.
  • Meet and exceed sales targets, delivering a positive customer experience and driving business growth.
  • Stay up-to-date with industry trends and regulatory requirements, ensuring compliance and maintaining a high level of professionalism.

Requirements

  • Proven ability to build strong relationships with customers and colleagues.
  • Strategic mindset and ability to develop personalized financial strategies.
  • Strong communication and interpersonal skills, with the ability to work in a fast-paced environment.
  • Mutual Funds license and completed CIFP Diploma.

What We Offer

  • A competitive compensation and benefits package.
  • A collaborative team environment, with opportunities for growth and development.
  • A commitment to diversity and inclusion, with a focus on creating a positive and inclusive workplace culture.
  • Recognition and rewards for high-performance, with opportunities for advancement and internal training.

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