Senior Financial Services Professional
2 days ago
We are seeking an experienced Senior Financial Advisor to join our team at Scotiabank. In this role, you will have the opportunity to make a meaningful impact on our customers' financial futures. Your expertise in financial planning and wealth management will enable you to provide personalized advice and guidance to our clients, helping them achieve their financial goals.
Your Key Responsibilities:
You will be responsible for:
- Taking a proactive approach to understanding customer needs and providing personalized solutions.
- Educating clients on various banking, investments, and borrowing options.
- Nurturing long-term relationships with clients through regular communication and follow-ups.
- Developing and retaining branch business by delivering against individual and team sales goals.
Requirements and Qualifications:
To succeed in this role, you will need:
- A strategic mindset to develop personalized financial strategies.
- The ability to meet and exceed sales targets in a fast-paced environment.
- A Mutual Funds licence and completed CIFP Diploma.
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