Strategic Financial Solutions Expert

3 weeks ago


Beaumont, Canada Scotiabank Full time

At Scotiabank, we're committed to delivering exceptional financial guidance to our customers. As a Senior Financial Advisor, you'll play a key role in helping individuals achieve their financial goals through personalized strategies and expert advice.

About the Role

Key Responsibilities:

  • Develop and maintain strong relationships with customers to understand their financial needs and goals.
  • Provide actionable insights and expert advice to help customers make informed financial decisions.
  • Collaborate with customers to create comprehensive financial plans that align with their objectives.
  • Drive branch business growth by delivering against sales targets and providing exceptional customer experiences.

Requirements:

  • Strong customer service skills and a passion for building long-term relationships.
  • Strategic mindset and ability to develop personalized financial strategies.
  • Proven ability to meet and exceed sales targets in a fast-paced environment.
  • Mutual Funds license and CIFP Diploma.

About Scotiabank:

At Scotiabank, we're dedicated to helping our customers achieve success through a broad range of advice, products, and services. We value diversity, inclusion, and accessibility in all aspects of our business. If you require accommodation during the recruitment and selection process, please let us know. Apply directly online to be considered for this role.



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