Senior Financial Planning Advisor
2 weeks ago
We are seeking a Senior Financial Planning Advisor to join our team at Scotiabank. As an essential member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers throughout their journey.
Key Responsibilities- You will take a proactive approach to discovering our customer needs, listening to understand what they are asking for and educating them on relevant financial strategies.
- You will build strong, long-standing relationships with our customers by nurturing their comprehensive plans and developing personalized financial strategies.
- You will have the proven ability to meet and exceed sales targets in a fast-paced environment that aligns to a customer's stated goals.
- You will have the appetite and drive to build strong customer relationships and develop strategic financial plans.
- You will have a Mutual Funds license and completed CIFP Diploma.
We offer a competitive compensation and benefits package, as well as opportunities for growth and development within our organization. Our collaborative team is committed to making a difference in our communities, and we value the unique skills and experiences each individual brings to the Bank.
We estimate the salary for this role to be around $80,000 - $120,000 per year, depending on experience and qualifications.
Our office locations include Canada: Ontario: Napanee and Canada: Ontario: Kingston.
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Senior Financial Strategist
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