Senior Financial Consultant

2 days ago

Richmond Hill, Ontario, Canada Scotiabank Full time
About the Role

What Your Role Will Be...

As a Senior Financial Advisor at Scotiabank, you will play a crucial role in helping our customers achieve their financial goals. You will be responsible for providing expert advice and guidance on a range of financial products and services, including investments, borrowing solutions, and day-to-day banking.

Key Responsibilities:

  • Develop and implement comprehensive financial plans for our customers, taking into account their individual needs and goals.
  • Provide expert advice and guidance on a range of financial products and services, including investments, borrowing solutions, and day-to-day banking.
  • Build and maintain strong relationships with our customers, understanding their financial needs and providing tailored solutions.
  • Meet and exceed sales targets, delivering exceptional customer service and driving business growth.
  • Stay up-to-date with industry trends and developments, ensuring that our customers receive the best possible advice and guidance.

What You'll Need to Succeed:

  • A strong understanding of financial products and services, including investments, borrowing solutions, and day-to-day banking.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers.
  • A proven track record of meeting and exceeding sales targets, with a strong focus on customer service.
  • A Mutual Funds licence and completed CIFP Diploma.

What We're Offering:

  • A competitive compensation and benefits package.
  • A collaborative and supportive team environment, with opportunities for growth and development.
  • A commitment to diversity and inclusion, with a focus on creating a workplace that is welcoming and inclusive for all employees.
  • Opportunities for professional development and training, to help you achieve your career goals.

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