Senior Financial Advisor
3 weeks ago
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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