Senior Financial Advisor
1 day ago
We are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a key member of our team, you will be responsible for providing expert financial advice and guidance to our customers, helping them achieve their financial goals and objectives.
Key Responsibilities- Conduct thorough needs assessments to understand customer requirements and develop personalized financial plans.
- Provide expert advice on a range of financial products and services, including investments, borrowing solutions, and day-to-day banking.
- Build and maintain strong relationships with customers, delivering exceptional customer service and ensuring their financial needs are met.
- Develop and implement comprehensive financial strategies to help customers achieve their goals, including wealth accumulation and retirement planning.
- Meet and exceed sales targets, driving business growth and contributing to the success of our team.
- Proven track record of success in a financial services role, with a strong understanding of financial products and services.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
- Strategic thinking and problem-solving skills, with the ability to develop and implement effective financial plans.
- Strong analytical and technical skills, with the ability to analyze complex financial data and make informed recommendations.
- Relevant certifications and licenses, including a Mutual Funds license and CIFP Diploma.
- A competitive compensation and benefits package, including a comprehensive pension plan and employee stock purchase program.
- Opportunities for career growth and development, with a focus on leadership and professional development.
- A collaborative and inclusive work environment, with a strong focus on diversity and inclusion.
- Access to cutting-edge technology and tools, enabling you to stay ahead of the curve in the financial services industry.
- A comprehensive training program, including onboarding, ongoing training, and coaching to ensure your success in the role.
Location: Canada, Ontario, Bowmanville
Scotiabank is a leading bank in the Americas, guided by our purpose of helping our customers, their families, and their communities achieve success through a broad range of advice, products, and services.
We value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.
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