Senior Financial Advisor

4 weeks ago


Barrie, Ontario, Canada Scotiabank Full time

Requisition ID: 204442

At Scotiabank, we're seeking a skilled Senior Financial Advisor to join our team. As a key member of our Canadian Banking Branch network, you'll provide exceptional service to our customers, building strong relationships and delivering tailored financial solutions.

About the Role

Key Responsibilities:

  • Proactively identify customer needs and provide expert advice on financial products and services
  • Develop and implement comprehensive financial plans to help customers achieve their goals
  • Build and maintain strong relationships with customers, understanding their financial situations and providing personalized solutions
  • Meet and exceed sales targets, driving business growth and customer satisfaction

Requirements:

  • Proven experience in financial services, with a strong understanding of banking products and services
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers
  • Strategic thinking and problem-solving skills, with the ability to develop and implement effective financial plans
  • 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 for growth and advancement

Location(s): Canada : Ontario : Barrie || Canada : Ontario : Collingwood || Canada : Ontario : Innisfil || Canada : Ontario : Orillia || Canada : Ontario : Wasaga Beach

Scotiabank is a leading bank in the Americas, committed to helping our customers achieve their financial goals. We value diversity and inclusion, and are committed to creating a workplace that is inclusive and accessible for everyone.



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