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Senior Financial Advisor

2 months ago

Vancouver, British Columbia, Canada Scotiabank Full time

About Scotiabank

Scotiabank is a leading financial institution committed to helping individuals and businesses achieve their financial goals. Our team of experts is dedicated to providing exceptional service and innovative solutions to meet the evolving needs of our customers.

About the Role

We are seeking a highly motivated and customer-centric Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing expert advice and guidance to our customers on their financial needs, including investment strategies, wealth creation, and risk management.

Key Responsibilities

  • Develop and implement comprehensive financial plans for customers, taking into account their unique goals, risk tolerance, and financial situation.
  • Provide expert advice on investment strategies, including asset allocation, portfolio management, and retirement planning.
  • Build and maintain strong relationships with customers, understanding their needs and preferences, and delivering exceptional service.
  • Meet and exceed sales targets, driving business growth and revenue for Scotiabank.
  • Stay up-to-date with industry trends, regulatory changes, and product offerings to provide informed advice to customers.

Requirements

  • Proven track record of success in a financial services role, with a strong understanding of investment products and services.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and provide informed advice.
  • Ability to work in a fast-paced environment, meeting sales targets and deadlines.
  • Relevant certifications, such as Mutual Funds licence and CIFP Diploma.

What We Offer

  • A competitive compensation and benefits package.
  • Opportunities for career growth and development, with a focus on leadership and professional development.
  • A collaborative and inclusive work environment, with a diverse team of experts.
  • Access to industry-leading training and development programs.
  • A comprehensive rewards and recognition program, recognizing individual and team achievements.