Senior Financial Advisor

2 months ago


Huntsville, Ontario, Canada Scotiabank Full time
About the Role

We are seeking a skilled Senior Financial Advisor to join our Canadian Banking Branch network in the Muskoka Region. As a key member of our team, you will be responsible for providing exceptional service to our customers, building strong relationships, and driving business growth.

Key Responsibilities
  • Proactively discover customer needs and provide expert advice on day-to-day banking, investments, and borrowing solutions.
  • Develop and implement comprehensive financial plans to help customers achieve their goals.
  • Nurture long-standing relationships and deliver against individual and team sales goals.
  • Stay up-to-date with industry trends and regulatory requirements to provide informed guidance to customers.
Requirements
  • Strong customer service skills and ability to connect with people in a relatable way.
  • Proven ability to meet and exceed sales targets in a fast-paced environment.
  • Mutual Funds licence and completed CIFP Diploma.
  • Strategic mindset and ability to develop personalized financial strategies.
What We Offer
  • A competitive compensation and benefits package.
  • A collaborative team environment with opportunities for growth and development.
  • A commitment to making a difference in our communities.
  • Clear, transparent criteria for career progression.

Location(s): Canada : Ontario : Bracebridge || Canada : Ontario : Gravenhurst || Canada : Ontario : Huntsville

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.



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