Senior Financial Advisor

3 weeks ago

Oakville, Ontario, Canada Scotiabank Full time

Requisition ID: 208885

At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them make informed decisions about their financial futures.

About the Role

Key Responsibilities:

  • Develop and implement comprehensive financial plans for clients, taking into account their unique needs and goals.
  • 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 clients, understanding their financial situations and providing tailored solutions to meet their needs.
  • Meet and exceed sales targets, delivering exceptional customer service and driving business growth.

Requirements:

  • Proven experience in financial services, with a strong understanding of financial products and services.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • Strategic thinking and problem-solving skills, with the ability to develop and implement effective financial plans.
  • A Mutual Funds licence and completed CIFP Diploma.

What We Offer:

  • A competitive compensation and benefits package.
  • Ongoing training and development opportunities, to help you grow and succeed in your career.
  • A collaborative and supportive team environment, with opportunities to work with a diverse range of clients and colleagues.
  • The chance to make a real difference in the lives of our clients, helping them achieve their financial goals and aspirations.

Location(s): Canada : Ontario : Oakville || Canada : Ontario : Burlington || Canada : Ontario : Georgetown || Canada : Ontario : Milton || Canada : Ontario : Mississauga

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, 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. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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