Financial Services Advisor

6 days ago


Prince George, British Columbia, Canada Scotiabank Full time

About the Role

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

Key Responsibilities

  • Customer Relationship Building
    • Develop and maintain strong relationships with clients to understand their financial needs and goals.
    • Provide expert advice and guidance to clients on financial products and services.
  • Financial Planning
    • Develop and implement comprehensive financial plans for clients, including day-to-day banking, investments, and borrowing solutions.
    • Provide ongoing support and guidance to clients to help them achieve their financial goals.
  • Sales and Business Development
    • Meet and exceed sales targets by delivering exceptional customer service and building strong relationships with clients.
    • Develop and implement strategies to grow the branch business and increase sales revenue.

Requirements

  • Education and Certifications
    • Mutual Funds licence
    • CIFP Diploma
  • Skills and Experience
    • Proven ability to build strong relationships with clients and meet sales targets.
    • Strong knowledge of financial products and services.
    • Excellent communication and interpersonal skills.

What We Offer

  • Competitive Compensation and Benefits
    • A competitive salary and benefits package.
  • Opportunities for Growth and Development
    • Opportunities for career advancement and professional growth.
  • Collaborative and Inclusive Work Environment
    • A collaborative and inclusive work environment that values diversity and inclusion.


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