Senior Financial Advisor
1 month ago
About the Role:
As a Senior Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. You will be responsible for building strong relationships with our customers, understanding their needs, and providing expert advice on financial planning and investment strategies.
Key Responsibilities:
- Develop and implement comprehensive financial plans for our customers, taking into account their individual goals and risk tolerance.
- Provide expert advice on investment products and services, including mutual funds and other investment vehicles.
- Build and maintain strong relationships with our customers, providing exceptional customer service and ensuring their needs are met.
- Work closely with our sales team to develop and implement sales strategies that meet our customers' needs and drive business growth.
- Stay up-to-date with industry trends and developments, and apply this knowledge to provide innovative solutions for our customers.
What We Offer:
- A competitive compensation and benefits package.
- Opportunities for professional development and growth, including training and mentorship programs.
- A collaborative and inclusive work environment that values diversity and promotes a culture of excellence.
- The chance to make a real difference in the lives of our customers and contribute to the success of Scotiabank.
Requirements:
- Proven experience in financial planning and investment advice.
- Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with customers and colleagues.
- Ability to work in a fast-paced environment and meet sales targets.
- Relevant certifications and licenses, including a Mutual Funds license and CIFP Diploma.
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