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Highly Experienced Financial Strategist

1 month ago

Ottawa, Ontario, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a critical role in helping customers achieve their financial goals by providing expert advice and guidance.

Key Responsibilities:
  • Taking a proactive approach to understanding customer needs and delivering personalized solutions
  • Educating customers on relevant financial products and services
  • Developing comprehensive financial plans tailored to individual needs
  • Nurturing strong relationships with customers to build trust and loyalty
  • Meeting and exceeding sales targets while maintaining exceptional customer service
Requirements:
  • A strong background in finance and a proven track record of success in a similar role
  • The ability to communicate complex financial concepts in a clear and concise manner
  • Excellent relationship-building skills and a passion for delivering exceptional customer service
  • A Mutual Funds license and CIFP Diploma
What We Offer:
  • A competitive salary range of $90,000 - $120,000 per year
  • A comprehensive benefits package including health, dental, and vision coverage
  • A generous retirement savings plan and opportunities for professional development
  • A dynamic and supportive work environment with a team of experienced professionals