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Senior Financial Consultant
2 months ago
About the Role
We are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and build strong relationships with our clients.
Key Responsibilities
- Develop and implement comprehensive financial plans for our customers, taking into account their individual needs and goals.
- Provide expert advice and guidance on financial products and services, including investments, borrowing solutions, and day-to-day banking.
- Build and maintain strong relationships with our customers, understanding their needs and preferences, and delivering exceptional service to meet their expectations.
- Meet and exceed sales targets, working collaboratively with our team to achieve business objectives.
- Stay up-to-date with industry trends and developments, and share knowledge and best practices with colleagues to drive business growth.
Requirements
- Proven experience in financial services, with a strong track record of success in sales and customer service.
- Strong knowledge of financial products and services, including investments, borrowing solutions, and day-to-day banking.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
- Ability to work in a fast-paced environment, meeting deadlines and achieving business objectives.
- Relevant certifications and licenses, including a Mutual Funds license and CIFP Diploma.
What We Offer
- A competitive compensation and benefits package, including opportunities for career growth and development.
- A collaborative and supportive work environment, with a focus on teamwork and customer satisfaction.
- Opportunities to work with a diverse range of customers, helping them achieve their financial goals and build strong relationships with our clients.
- A commitment to diversity and inclusion, with a focus on creating a workplace that is inclusive and accessible for everyone.