Senior Financial Strategy Specialist

2 weeks ago


Kawartha Lakes, Canada Scotiabank Full time
About the Role

As a Senior Financial Advisor with Scotiabank, you will play a vital role in shaping the financial futures of our 25 million customers. Your expertise and passion for delivering exceptional service will drive customer loyalty and satisfaction.

Key Responsibilities:
  • Build strong, long-standing relationships with customers by taking a proactive approach to discovering their needs and providing expert advice.
  • Develop personalized financial strategies that address day-to-day banking, investments, and borrowing solutions.
  • Educate customers on relevant insights and financial products to help them achieve their goals.
Requirements:
  • A Mutual Funds license and completed CIFP Diploma are essential for this role.
  • The ability to meet and exceed sales targets in a fast-paced environment is critical to success.
Benefits:
  • A competitive compensation package that rewards high-performance.
  • Ongoing training and development opportunities to support your growth and advancement within the organization.
  • A collaborative team environment where innovation and creativity are encouraged.

Join Scotiabank, a leading bank in the Americas, and be part of an inclusive and accessible environment that values diversity and promotes employee well-being. With a focus on making a difference in our communities, we offer a comprehensive benefits package and opportunities for career advancement.



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