Senior Financial Advisor

4 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 financial guidance to our clients, helping them navigate the complexities of personal and commercial banking, wealth management, and private banking.

About the Role

Key Responsibilities:

  • Develop and implement comprehensive financial plans tailored to individual customer needs
  • Provide expert advice on investment and borrowing solutions, ensuring customers achieve their financial objectives
  • Build and maintain strong, long-term relationships with customers, fostering trust and loyalty
  • Meet and exceed sales targets, driving business growth and revenue

Requirements:

  • Proven track record of success in financial services, with a strong understanding of customer needs and market trends
  • Strategic mindset, with the ability to develop and implement effective financial plans
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues
  • Mutual Funds licence and completed CIFP Diploma

What We Offer:

  • A competitive compensation and benefits package, including opportunities for career advancement and professional development
  • A collaborative and inclusive work environment, with a focus on teamwork and customer satisfaction
  • The opportunity to work with a leading bank in the Americas, with a strong commitment to making a positive impact in our communities


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