Senior Financial Advisor

4 weeks ago


Richmond Hill, Ontario, Canada Scotiabank Full time

Requisition ID: 206046

At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our customers.

About the Role

Key Responsibilities:

  • Take a proactive approach to understanding customer needs and providing personalized financial solutions
  • Educate customers on relevant financial products and services
  • Develop comprehensive financial plans to help customers achieve their goals
  • Nurture long-term relationships with customers
  • Meet and exceed sales targets in a fast-paced environment

Requirements:

  • Strong customer service skills and ability to build rapport with customers
  • Strategic mindset and ability to develop personalized financial strategies
  • Proven ability to meet sales targets in a fast-paced environment
  • Mutual Funds licence and completed CIFP Diploma

What We Offer:

  • A competitive compensation and benefits package
  • A collaborative team environment with opportunities for growth and development
  • A commitment to making a positive impact in our communities

Location(s): Canada

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families, and their communities achieve success through a range of advice, products, and services.



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