Senior Financial Consultant

6 days ago


Trail, Canada Scotiabank Full time

About Scotiabank

At Scotiabank, we're committed to helping our customers achieve their financial goals. As a leading financial institution, we offer a wide range of financial products and services that cater to the diverse needs of our customers.

About the Role

We're seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing exceptional customer service and financial guidance to our customers. Your primary focus will be on building strong relationships with our customers and helping them achieve their financial objectives.

Key Responsibilities

  • Take a proactive approach to understanding our customers' financial needs and goals
  • Provide expert financial advice and guidance to our customers
  • Develop and implement comprehensive financial plans that meet our customers' needs
  • Nurture strong, long-term relationships with our customers
  • Meet and exceed sales targets in a fast-paced environment

Requirements

  • Proven ability to build strong relationships with customers
  • Strategic mindset and ability to develop personalized financial strategies
  • Proven track record of meeting and exceeding sales targets
  • Mutual Funds license and working towards CIFP Diploma

What We Offer

  • A competitive compensation and benefits package
  • A collaborative and innovative work environment
  • Opportunities for career growth and development
  • A commitment to making a positive impact in our communities


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