Strategic Financial Professional

12 hours ago


Richmond Hill, Ontario, Canada Scotiabank Full time

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 various advice, products and services. Our Canadian Banking Branch network focuses on providing exceptional service throughout the customer's journey.

About the Role

This role offers an exciting opportunity to join our team of dedicated professionals. As a Senior Financial Advisor, you will play a key part in helping customers build their futures. You will be responsible for delivering personalized financial strategies that meet individual needs, ensuring customers receive expert advice and guidance.

Main Responsibilities:

  • Discovering and understanding customer needs, taking a proactive approach to connecting with them in a relatable way.
  • Educating customers on relevant insights and providing expert advice to support their financial goals.
  • Developing comprehensive plans using a holistic approach, helping customers achieve their objectives.
  • Nurturing long-standing relationships, fostering trust and confidence with customers.
  • Driving branch business growth by delivering against individual and team sales targets, focusing on customer satisfaction and retention.

Requirements and Qualifications:

  • A strategic mindset to develop tailored financial solutions for customers.
  • The ability to meet and exceed sales targets in a fast-paced environment, aligning with customer goals and expectations.
  • A Mutual Funds license and completed CIFP Diploma are essential for this role.

Benefits and Opportunities:

  • The chance to work in a forward-thinking organization with a collaborative team of innovative thinkers.
  • A competitive compensation and benefits package that reflects your value to the company.
  • Ongoing development opportunities, enabling faster advancement and internal training to enhance your skills and expertise.
  • A clear, transparent career progression framework that recognizes and rewards high-performance individuals.

We estimate the salary range for this role to be around $80,000-$120,000 per annum, depending on location and experience. If you are a motivated and skilled professional seeking a new challenge, please consider joining our team at Scotiabank. We look forward to hearing from you.



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