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Senior Financial Advisor

2 months ago

Montreal, Quebec, Canada Scotiabank Full time
Unlock Your Potential as a Senior Financial Advisor

At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a critical role in providing exceptional service and guidance to our clients.

Key Responsibilities:
  • Develop and implement customized financial solutions using a financial planning approach
  • Understand customers' financial goals and preferences, analyzing their needs and recommending strategies to help them achieve their objectives
  • Focus on complex solutions and comprehensive financial planning
  • Collaborate with colleagues to provide a full range of financial services
Requirements:
  • Minimum two years of related experience selling investment and credit products
  • Licence to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
  • Bilingualism in French and English
What We Offer:
  • A competitive compensation and benefits package customized for Retail Banking
  • An organization committed to making a difference in our communities
  • Opportunities for professional growth and development

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. If you're passionate about delivering exceptional service and helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.