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Senior Financial Consultant

2 months ago


Oakville, Ontario, Canada Scotiabank Full time
About the Role

Job Summary

We are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will be responsible for providing expert financial advice and guidance to our customers, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Customer Relationship Building
    • Develop and maintain strong relationships with customers to understand their financial needs and goals.
    • Provide personalized financial advice and guidance to customers, helping them make informed decisions about their financial lives.
  • Financial Planning and Advice
    • Assess customers' financial situations and develop comprehensive financial plans to help them achieve their goals.
    • Provide expert advice on investment, borrowing, and other financial products and services.
  • Sales and Business Development
    • Meet and exceed sales targets by delivering exceptional customer service and building strong relationships with customers.
    • Identify opportunities to grow the business and develop strategies to achieve sales goals.
Requirements
  • Education and Experience
    • Relevant degree in finance, business, or a related field.
    • Minimum 2-3 years of experience in financial services, with a proven track record of success.
  • Skills and Qualifications
    • Strong knowledge of financial products and services, including investments, borrowing, and insurance.
    • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers.
    • Proven sales and business development skills, with a track record of meeting and exceeding sales targets.
What We Offer
  • Competitive Compensation and Benefits
    • A competitive salary and bonus structure, with opportunities for advancement and professional growth.
    • A comprehensive benefits package, including health, dental, and vision coverage.
  • Opportunities for Advancement
    • Opportunities for career advancement and professional growth, with a focus on developing leadership skills and expertise.
    • A supportive and collaborative work environment, with a focus on teamwork and collaboration.