Senior Financial Advisor

4 weeks ago


Calgary, Alberta, Canada Scotiabank Full time

Requisition ID: 208903

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 advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.

About the Role

Key Responsibilities:

  • Develop and implement comprehensive financial plans tailored to each client's unique needs and goals
  • Provide expert advice on investment strategies, risk management, and wealth preservation
  • Build and maintain strong relationships with clients, understanding their financial objectives and delivering personalized service
  • Stay up-to-date on industry trends and regulatory changes, ensuring clients receive the best possible advice
  • Collaborate with colleagues to drive business growth and achieve sales targets

Requirements:

  • Proven track record of success in financial services, with a strong understanding of personal finance and wealth management
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
  • Strong analytical and problem-solving skills, with the ability to navigate complex financial situations
  • Mutual Funds licence and completed CIFP Diploma

What We Offer:

  • A competitive compensation and benefits package
  • Ongoing training and development opportunities to enhance your skills and knowledge
  • A collaborative and supportive team environment, with opportunities to build strong relationships with colleagues
  • The chance to make a real difference in the lives of our clients, helping them achieve their financial goals and improve their overall well-being


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