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Senior Financial Advisor

1 month ago

Barrie, Ontario, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled and motivated Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will be responsible for providing exceptional service to our customers, building strong relationships, and helping them achieve their financial goals.

Key Responsibilities
  • Take a proactive approach to discovering customer needs and providing personalized financial solutions.
  • Develop and implement comprehensive financial plans that meet the needs of our customers.
  • Build and maintain strong relationships with customers, colleagues, and other stakeholders.
  • Meet and exceed sales targets and contribute to the growth of the branch business.
Requirements
  • Appetite and drive to build strong customer relationships.
  • Strategic mindset to develop personalized financial strategies.
  • Proven ability to meet and exceed sales targets in a fast-paced environment.
  • Mutual Funds licence and completed CIFP Diploma.
What We Offer
  • Opportunity to join a forward-thinking organization with a collaborative team of innovative thinkers.
  • Competitive compensation and benefits package.
  • Organization committed to making a difference in our communities.
  • Clear, transparent criteria to progress in your career.