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Financial Services Consultant

1 week ago

Thunder Bay, Ontario, Canada Scotiabank Full time
About the Role

As a Senior Financial Advisor at Scotiabank, you will play a vital role in helping customers achieve their financial goals. You will be responsible for providing expert advice and guidance on personal and commercial banking, investments, and borrowing solutions.

  • You will take a proactive approach to understanding customer needs and provide personalized financial strategies to meet their objectives.
  • Your expertise will help customers navigate complex financial decisions and develop comprehensive plans to achieve their goals.
Key Responsibilities
  • Building strong relationships with customers and identifying opportunities to deliver exceptional service.
  • Developing and implementing customized financial plans that align with customer goals and risk tolerance.
  • Staying up-to-date on market trends and regulatory changes to ensure accurate and informed advice.
Requirements
  • You must have a Mutual Funds licence and completed CIFP Diploma.
  • You should possess excellent communication and interpersonal skills to effectively engage with customers and colleagues.
  • A strategic mindset is essential to drive sales growth and deliver against individual and team targets.