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Senior Financial Advisor

2 months ago

Montreal, Quebec, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled and customer-centric 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 throughout their financial journey.

Key Responsibilities
  • Deliver trusted financial advice and provide a full range of customized financial solutions using a financial planning approach.
  • Understand customers' financial goals and preferences, analyze their needs, and recommend the appropriate strategies and solutions to help them achieve their goals.
  • Focus on complex solutions and comprehensive financial planning, building strong relationships with existing customers and growing long-standing relationships.
  • Be results-driven, highly engaged, and demonstrate a collaborative approach when dealing with peers, customers, and partners.
Requirements
  • A minimum of two years of related experience selling investment and credit products.
  • Demonstrated sales management experience and the ability to market Scotiabank's products and services.
  • The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers.
  • A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
  • Bilingualism in French and English, with the ability to communicate effectively with English-speaking clientele.
What's in it for You?
  • A competitive compensation and benefits package customized for Retail Banking.
  • The opportunity to make a lasting impact on customers and their financial well-being.
  • An organization committed to making a difference in our communities, for you and your customers.
  • An assigned book of mid to high affluent customers, providing complex solutions and comprehensive financial planning.
  • Clear and transparent criteria to progress in your career.