Senior Financial Advisor

2 weeks ago


Whitby, Canada Scotiabank Full time

At Scotiabank, we're seeking a skilled Senior Financial Advisor to join our team. This role requires a proactive approach to understanding customer needs, educating customers on financial strategies, and building long-lasting relationships.

About the Role

Key Responsibilities:

  • Discover customer needs and provide expert advice on financial planning.
  • Educate customers on relevant financial insights and strategies.
  • Develop comprehensive plans to help customers achieve their goals.
  • Nurture strong, long-standing relationships with customers.
  • Meet and exceed sales targets in a fast-paced environment.

Requirements:

  • Strategic mindset to develop personalized financial strategies.
  • Proven ability to meet sales targets in a fast-paced environment.
  • Mutual Funds license and CIFP Diploma.

What We Offer:

  • Opportunity to work with a collaborative team of innovative thinkers.
  • Competitive compensation and benefits package.
  • Organization committed to making a difference in our communities.
  • Clear, transparent criteria for career progression.

Location(s): Canada, Ontario


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