Financial Services Professional
4 weeks ago
As a Senior Financial Advisor at Scotiabank, you will play a critical role in providing exceptional service to our customers. Your primary responsibility will be to build strong relationships with clients, understand their financial needs, and develop personalized financial strategies to help them achieve their goals.
Key Responsibilities
- Proactively discover customer needs and provide expert advice on day-to-day banking, investments, and borrowing solutions
- Educate customers on relevant financial products and services
- Develop and implement comprehensive financial plans to help customers achieve their goals
- Nurture long-standing relationships with customers and develop a deep understanding of their financial needs
Requirements
- Strong customer service skills and ability to build rapport with clients
- Strategic mindset and ability to develop personalized financial strategies
- Proven ability to meet and exceed sales targets in a fast-paced environment
- Mutual Funds licence and completed CIFP Diploma
What We Offer
- Competitive compensation and benefits package
- Opportunity to work with a collaborative team of innovative thinkers
- Recognition and rewards for high-performance
- Clear, transparent criteria for career progression
Location
Canada : New Brunswick : Fredericton
Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families, and their communities achieve success through a broad range of advice, products, and services.
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