Senior Financial Advisor
2 days ago
About the Role
We are seeking a skilled 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 and helping them achieve their financial goals.
Key Responsibilities
- Develop and implement comprehensive financial plans for our customers, taking into account their individual needs and goals.
- Provide expert advice and guidance on a range of financial products and services, including day-to-day banking, investments, and borrowing solutions.
- Build and maintain strong relationships with our customers, understanding their needs and preferences to deliver a personalized service.
- Meet and exceed sales targets, working collaboratively with the team to drive business growth and achieve a positive customer experience.
Requirements
- Proven experience in financial services, with a strong understanding of financial products and services.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
- A strategic mindset, with the ability to develop and implement effective financial plans.
- A Mutual Funds licence and completed CIFP Diploma.
What We Offer
- A competitive compensation and benefits package.
- Ongoing training and development opportunities to support your growth and career advancement.
- A collaborative and inclusive work environment, with a focus on teamwork and customer satisfaction.
- The opportunity to make a real difference in the lives of our customers and contribute to the success of Scotiabank.
About Scotiabank
Scotiabank is a leading bank in the Americas, guided by our purpose of helping our customers, their families, and their communities achieve success. We value diversity and inclusion, and are committed to creating an accessible and inclusive environment for all employees.
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