Senior Financial Advisor
1 month ago
About the Role
As a Senior Financial Advisor at Scotiabank, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and build a brighter future. You will be responsible for building strong relationships with customers, understanding their needs, and providing expert advice on financial products and services.
Key Responsibilities
- Proactively discover customer needs and provide personalized financial solutions
- Educate customers on financial products and services, and provide expert advice on investment and borrowing options
- Develop and implement comprehensive financial plans to help customers achieve their goals
- Nurture long-standing relationships with customers and deliver exceptional service
- Meet and exceed sales targets, and contribute to the growth and development of the branch business
Requirements
- Strong communication and interpersonal skills, with the ability to build trust and rapport with customers
- Strategic mindset and ability 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
About Scotiabank
Scotiabank is a leading bank in the Americas, committed to making a difference in our communities and helping our customers achieve success. We value diversity and inclusion, and are committed to creating an inclusive and accessible environment for all employees. If you require accommodation during the recruitment and selection process, please let us know.
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