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Senior Financial Advisor

2 months ago

Nanaimo, British Columbia, Canada Scotiabank Full time
About the Role

Key Responsibilities:

  • Develop and maintain strong relationships with customers to understand their financial needs and goals.
  • Provide expert advice and guidance on financial products and services to help customers achieve their objectives.
  • Build comprehensive financial plans for customers, incorporating a range of banking, investment, and borrowing solutions.
  • Identify and pursue sales opportunities to grow the branch business and meet individual and team sales targets.

Requirements:

  • Strong communication and interpersonal skills to build trust and rapport with customers.
  • Strategic thinking and problem-solving skills to develop personalized financial strategies.
  • Proven ability to meet and exceed sales targets in a fast-paced environment.
  • Relevant certifications and licenses, such as a Mutual Funds license and CIFP Diploma.

What We Offer:

  • A dynamic and collaborative work environment with opportunities for growth and development.
  • A competitive compensation and benefits package.
  • A commitment to diversity and inclusion, with a focus on creating a positive and supportive work culture.
  • Regular feedback and coaching to support career advancement and professional growth.