Senior Financial Advisor

1 month ago

St John's, Newfoundland and Labrador, Canada Scotiabank Full time

The role of Senior Financial Advisor at Scotiabank is a critical position in our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional customer service throughout the customer's journey by taking a proactive approach to discovering their needs, listening to understand what they are asking for, educating them, and building comprehensive plans using a holistic approach to help them achieve their goals.

Our ideal candidate has a strong ability to meet and exceed sales targets in a fast-paced environment that aligns to a customer's stated goals. They must also possess a Mutual Funds license and have completed the CIFP Diploma. In addition, they should have a proven track record of building strong customer relationships, developing strategic financial plans, and delivering results-driven solutions.

We are committed to creating and maintaining an inclusive and accessible environment for all employees. If you require accommodation during the recruitment and selection process, please let our Recruitment team know. We thank all applicants for their interest in a career at Scotiabank, but only those candidates who are selected for an interview will be contacted.

Key Responsibilities:

  • Take a proactive approach to discovering customer needs and providing personalized financial solutions
  • Build strong, long-standing relationships with customers and develop comprehensive plans to help them achieve their goals
  • Meet and exceed sales targets in a fast-paced environment

Requirements:

  • Mutual Funds license
  • CIFP Diploma
  • Strong ability to build customer relationships and develop strategic financial plans

About Scotiabank:

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. 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 all employees.

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