Senior Financial Advisor

4 days ago

Richmond Hill, Ontario, Canada Scotiabank Full time
About the Role

What You'll Be Doing...

As a Senior Financial Advisor at Scotiabank, you will play a key role in providing exceptional service to our customers. Your primary responsibility will be to build strong relationships with our clients, understanding their financial needs and goals, and providing expert advice to help them achieve their objectives.

Key Responsibilities:

  • Develop and implement comprehensive financial plans for our customers, taking into account their individual needs and goals.
  • Provide expert advice on investment and borrowing solutions, ensuring that our customers have access to the best possible options.
  • Build and maintain strong relationships with our customers, providing ongoing support and guidance to help them achieve their financial goals.
  • Work collaboratively with our team to develop and implement sales strategies that drive business growth and customer satisfaction.

What We're Looking For...

  • A proven track record of success in a financial services role, with a strong understanding of investment and banking products.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
  • A strategic mindset, with the ability to develop and implement comprehensive financial plans.
  • A Mutual Funds licence and completed CIFP Diploma, or equivalent experience.

What We Offer...

  • A competitive compensation and benefits package, including a comprehensive pension plan and employee stock purchase program.
  • A collaborative and dynamic work environment, with opportunities for professional growth and development.
  • A commitment to diversity and inclusion, with a focus on creating a workplace that is welcoming and inclusive for all employees.
  • A comprehensive training program, designed to help you develop the skills and knowledge you need to succeed in your role.

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