Senior Financial Consultant

4 weeks ago


Cornwall, Canada Scotiabank Full time
About the Role

Senior Financial Advisor

At Scotiabank, we empower our employees to build their futures, fostering an inclusive and high-performing culture that drives results. Our team is committed to delivering exceptional service, connecting with customers in a relatable way, and providing expert advice to help them achieve their goals.

Key Responsibilities
  • Proactively discover customer needs, listen to understand their requirements, and educate them on relevant insights and solutions.
  • Develop comprehensive plans using a holistic approach, helping customers achieve their financial objectives.
  • Nurture strong, long-standing relationships with customers, delivering a positive experience and driving business growth.
  • Meet and exceed sales targets in a fast-paced environment, aligning with customer goals and objectives.
Requirements
  • A strong appetite for building customer relationships and a strategic mindset to develop personalized financial strategies.
  • A proven ability to meet sales targets and a Mutual Funds licence, along with a completed CIFP Diploma.
What We Offer
  • A collaborative team environment, innovative thinking, and a competitive compensation and benefits package.
  • A commitment to making a difference in our communities, for both our customers and employees.
  • Clear, transparent criteria for career progression, enabling faster advancement and internal training for growth and development.

Location: Canada, Ontario, Cornwall

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families, and communities achieve success through a range of advice, products, and services.



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