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Senior Financial Advisor

2 months ago

Toronto, Ontario, Canada Scotiabank Full time

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.

About the Role

We are seeking a highly skilled and customer-centric Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing exceptional service to our customers, building strong relationships, and delivering personalized financial strategies.

Key Responsibilities

  • Customer Relationship Building
    • Take a proactive approach to discovering customer needs and preferences
    • Educate customers on relevant financial products and services
    • Develop and implement comprehensive financial plans to meet customer goals
  • Financial Planning and Advice
    • Provide expert advice on investment and borrowing solutions
    • Develop and implement strategies to meet customer sales goals
  • Team Collaboration
    • Work collaboratively with colleagues to achieve team sales goals
    • Participate in training and development programs to enhance skills and knowledge

Requirements

  • Education and Certifications
    • Mutual Funds licence
    • CIFP Diploma
  • Skills and Experience
    • Proven ability to meet and exceed sales targets in a fast-paced environment
    • Strong customer service and relationship-building skills
    • Strategic mindset and ability to develop personalized financial strategies

What We Offer

  • Competitive Compensation and Benefits
    • A comprehensive compensation package, including salary, bonuses, and benefits
  • Opportunities for Growth and Development
    • Training and development programs to enhance skills and knowledge
    • Opportunities for advancement and career growth
  • Collaborative and Inclusive Work Environment
    • A diverse and inclusive work environment that values collaboration and teamwork