Senior Financial Consultant

1 week ago


Guelph, Ontario, Canada Scotiabank Full time
Company Overview

Scotiabank is a leading bank in the Americas, committed to making a difference in our communities and helping our customers achieve success.

Salary

We offer an attractive salary for this role, estimated at $80,000 - $120,000 per year, depending on experience and location.

Job Description

This Senior Financial Consultant role involves taking a proactive approach to discovering customer needs, educating them on relevant insights and expert advice, and building comprehensive plans to help them achieve their goals.

  1. Taking a consultative approach to develop personalized financial strategies for our customers.
  2. Providing expert advice on day-to-day banking, investments, and borrowing solutions.
  3. Nurturing strong relationships with our customers and delivering exceptional service throughout their journey.
  4. Developing and retaining business through individual and team sales goals that support a positive customer experience.
Required Skills and Qualifications

To succeed in this role, you will need:

  • A Mutual Funds license and completed CIFP Diploma.
  • The ability to meet and exceed sales targets in a fast-paced environment.
  • A strategic mindset and the drive to build strong customer relationships.
Benefits

We offer a range of benefits, including recognition and rewards for high-performance, leadership development conversations, and internal training to support your growth and development.

Location

This role is based in Ontario, Canada, with locations in Guelph, Cambridge, Kitchener, Milton, and Waterloo.



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