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Senior Financial Advisor

2 months ago

Montreal, Quebec, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled and customer-centric Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers throughout their financial journey.

Key Responsibilities
  • Deliver trusted financial advice and customized solutions to customers, leveraging a financial planning approach.
  • Understand customers' financial goals and preferences, analyzing their needs and recommending strategies to help them achieve their objectives.
  • Focus on complex solutions and comprehensive financial planning, building strong relationships with customers and peers.
  • Drive results-oriented sales and marketing efforts, promoting Scotiabank's products and services.
  • Demonstrate a collaborative approach, working with colleagues, customers, and partners to deliver exceptional results.
Requirements
  • Minimum of two years of experience in selling investment and credit products.
  • Demonstrated sales management experience and ability to market Scotiabank's products.
  • Strong relationship-building skills, with a focus on providing a great client experience and growing long-standing relationships.
  • Licenses to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
  • Bilingualism in French and English, with the ability to communicate effectively with English-speaking clientele.
What We Offer
  • Competitive compensation and benefits package tailored to Retail Banking.
  • Opportunity to make a lasting impact on customers and their financial well-being.
  • Assignment of a book of mid to high affluent customers, with the potential for growth and development.
  • Clear and transparent criteria for career progression and professional growth.