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Senior Financial Consultant

2 months ago

Golden Horseshoe, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and build strong relationships with our clients.

Key Responsibilities
  1. Customer Relationship Building: Develop and maintain strong relationships with our customers, understanding their financial needs and providing personalized advice and solutions.
  2. Financial Planning: Create comprehensive financial plans for our customers, including day-to-day banking, investments, and borrowing solutions.
  3. Sales and Business Development: Meet and exceed sales targets, developing and growing the branch business through a customer-centric approach.
  4. Product Knowledge: Stay up-to-date on Scotiabank's products and services, providing expert advice to our customers and identifying opportunities to cross-sell and upsell.
  5. Team Collaboration: Work closely with other team members to achieve business objectives, sharing knowledge and best practices to drive success.
Requirements
  1. Financial Services Experience: Proven experience in financial services, with a strong understanding of banking products and services.
  2. Customer Service Skills: Excellent customer service skills, with the ability to build strong relationships with customers and provide personalized advice.
  3. Communication Skills: Strong communication skills, with the ability to effectively communicate complex financial information to customers.
  4. Business Development Skills: Proven ability to meet and exceed sales targets, with a strong focus on business development and growth.
  5. Education and Certifications: Mutual Funds license and completed CIFP Diploma.
What We Offer
  1. Competitive Compensation and Benefits: A competitive compensation and benefits package, including a comprehensive benefits program and opportunities for career growth and development.
  2. Collaborative Team Environment: A collaborative team environment, with opportunities to work with experienced professionals and share knowledge and best practices.
  3. Professional Development: Opportunities for professional development, including training and development programs to help you achieve your career goals.
  4. Recognition and Rewards: Recognition and rewards for high-performance, with opportunities to advance your career and take on new challenges.