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Senior Financial Consultant

2 months ago

Burlington, Ontario, Canada Scotiabank Full time
About the Role

What Your Role Will Be...

As a Senior Financial Advisor at Scotiabank, you will play a crucial role in helping our customers achieve their financial goals. You will be responsible for providing expert advice and guidance on a range of financial products and services, including investments, borrowing solutions, and day-to-day banking.

Key Responsibilities:

  • Develop and maintain strong relationships with customers to understand their financial needs and goals.
  • Provide personalized financial strategies and recommendations to help customers achieve their objectives.
  • Meet and exceed sales targets by delivering exceptional customer service and building trust with our clients.
  • Stay up-to-date with industry trends and developments to ensure you are providing the best possible advice and guidance to our customers.

What You'll Need to Succeed:

  • A strong understanding of financial products and services, including investments, borrowing solutions, and day-to-day banking.
  • Excellent communication and interpersonal skills to build strong relationships with customers.
  • The ability to work in a fast-paced environment and meet sales targets.
  • A Mutual Funds licence and completed CIFP Diploma.

What We're Offering:

  • A competitive compensation and benefits package.
  • The opportunity to work with a leading bank in the Americas.
  • A collaborative and supportive team environment.
  • The chance to make a real difference in the lives of our customers.