Strategic Financial Consultant

2 weeks ago


Cornwall, Canada Scotiabank Full time

Requisition ID: 203443

At Scotiabank, we're seeking a skilled Senior Financial Advisor to join our Canadian Banking Branch network. As an essential member of our team, you'll provide exceptional service to our customers, building strong relationships and delivering personalized financial strategies.

About the role

Key responsibilities:

  • Proactively discover customer needs, listening to understand their requirements
  • Educate customers, providing relevant insights and expert advice
  • Develop comprehensive plans using a holistic approach to help customers achieve their goals
  • Nurture long-standing relationships
  • Meet and exceed sales targets in a fast-paced environment

Requirements:

  • Appetite and drive to build strong customer relationships
  • Strategic mindset 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 collaborative team environment with opportunities for growth and development
  • A competitive compensation and benefits package
  • Recognition and rewards for high-performance
  • Clear, transparent criteria for career progression

Location(s): Canada : Ontario : Cornwall



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