Senior Financial Advisor
2 weeks ago
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 RoleKey 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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