Senior Financial Advisor

4 weeks ago


Sudbury, Ontario, Canada Scotiabank Full time
About the Role

As a Senior Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. You will be responsible for taking a proactive approach to understanding our customers' needs, providing expert advice, and building strong relationships with them.

Key Responsibilities
  • Develop and implement comprehensive financial plans for our customers, using a holistic approach to help them achieve their goals.
  • Educate our customers on relevant financial products and services, providing them with expert advice and guidance.
  • Nurture strong, long-standing relationships with our customers, understanding their needs and providing tailored solutions.
  • Develop and retain a strong customer base, delivering against individual and team sales goals that support a positive customer experience.
Requirements
  • Proven ability to meet and exceed sales targets in a fast-paced environment.
  • Strong communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
  • Knowledge of financial products and services, including day-to-day banking, investments, and borrowing solutions.
  • Mutual Funds license and completed CIFP Diploma.
What We Offer
  • A competitive compensation and benefits package.
  • Opportunities for career advancement and professional development.
  • A collaborative and supportive team environment.
  • The chance to make a real difference in the lives of our customers.


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