Senior Financial Advisor

2 weeks ago

Red Deer, Alberta, Canada Scotiabank Full time
About the Role

Senior Financial Advisor

As a Senior Financial Advisor at Scotiabank, you will play a key role in providing exceptional service to our customers. Your primary responsibility will be to build strong relationships with our clients, understanding their financial needs and goals, and providing personalized advice and solutions to help them achieve their objectives.

Key Responsibilities

  • Develop and maintain a deep understanding of our customers' financial situations and goals
  • Provide expert advice and guidance on financial products and services
  • Build and maintain strong relationships with customers, understanding their needs and preferences
  • Develop and implement comprehensive financial plans to help customers achieve their goals
  • Meet and exceed sales targets, delivering a positive customer experience

Requirements

  • Proven experience in financial services, with a strong understanding of financial products and services
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers
  • Strong analytical and problem-solving skills, with the ability to develop and implement effective financial plans
  • Ability to work in a fast-paced environment, meeting and exceeding sales targets
  • Mutual Funds licence and completed CIFP Diploma

What We Offer

  • A competitive compensation and benefits package
  • A collaborative and innovative work environment, with opportunities for growth and development
  • A commitment to making a difference in our communities, for our customers and employees
  • Clear, transparent criteria for career progression, with opportunities for advancement and internal training

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