Senior Financial Advisor

6 days ago


Sarnia, Ontario, Canada Scotiabank Full time
About the Role

What You'll Be Doing...

As a Senior Financial Advisor at Scotiabank, you will be responsible for providing exceptional service to our customers by taking a proactive approach to discovering their needs, listening to understand what they are asking for, and educating them on relevant insights and expert advice.

Key Responsibilities:

  • Develop and implement comprehensive financial plans using a holistic approach to help customers achieve their goals
  • Nurture strong, long-standing relationships with customers
  • Develop, retain, and grow the branch business by delivering against individual and team sales goals that support a positive customer experience
  • Meet and exceed sales targets in a fast-paced environment that align to a customer's stated goals

What We're Offering...

  • A competitive compensation and benefits package
  • An organization committed to making a difference in our communities
  • Opportunities for growth and development through internal training and leadership support
  • A collaborative team environment with innovative thinkers

Requirements:

  • A Mutual Funds licence and completed CIFP Diploma
  • The appetite and drive to build strong customer relationships
  • A strategic mindset to develop personalized financial strategies

Location: Canada, Ontario, various locations including Sarnia, Brights Grove, Corunna, Mooretown, and Petrolia



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