Senior Financial Advisor

3 weeks ago


Ottawa, Ontario, Canada Scotiabank Full time

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 discover customer needs and provide expert advice on financial products and services.
  • Educate customers on relevant financial insights and strategies to achieve their goals.
  • Develop comprehensive financial plans using a holistic approach, incorporating day-to-day banking, investments, and borrowing solutions.
  • Nurture long-standing relationships with customers, delivering a positive experience and driving business growth.
  • Meet and exceed sales targets in a fast-paced environment, aligned with customer goals and objectives.

Requirements:

  • Strong customer-centric approach and ability to connect with people in a relatable way.
  • Strategic mindset to develop personalized financial strategies and solutions.
  • Proven ability to meet and exceed sales targets in a fast-paced environment.
  • Mutual Funds licence and completed CIFP Diploma.

What We Offer:

  • A collaborative team environment with opportunities for growth and development.
  • A competitive compensation and benefits package.
  • A commitment to making a positive impact in our communities.
  • Clear criteria for career progression and opportunities for advancement.

Location: Canada, Ontario, Ottawa

Scotiabank is a leading bank in the Americas, guided by our purpose: 'for every future'. We help our customers, their families, and communities achieve success through a range of advice, products, and services.



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