Senior Financial Advisor

2 weeks ago


Cornwall, Canada Scotiabank Full time
About the Role

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 personalized advice and solutions to help them achieve success.

Key Responsibilities

- Proactively discover customer needs and provide expert advice to help them achieve their financial goals
- Develop and implement comprehensive financial plans using a holistic approach
- Educate customers on relevant financial products and services, including day-to-day banking, investments, and borrowing solutions
- Nurture long-standing relationships with customers and develop a deep understanding of their financial needs and goals

Requirements

- Strong customer service skills and ability to build strong relationships with customers
- Proven ability to meet and exceed sales targets in a fast-paced environment
- Mutual Funds licence and completed CIFP Diploma

What We Offer

- Competitive compensation and benefits package
- Opportunity to work with a collaborative team of innovative thinkers
- Recognition and rewards for high-performance
- Clear, transparent criteria for career progression

Location

Canada : Ontario : Cornwall

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