Senior Financial Advisor
6 days ago
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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