Strategic Financial Guidance Specialist

2 weeks ago


Acton Vale, Quebec, Canada Scotiabank Full time
About the Role

We are seeking a skilled Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in helping our customers achieve their financial goals.

Key Responsibilities:

  • Understanding Customer Needs: Take a proactive approach to discovering our customer needs, listening to understand what they are asking for.
  • Providing Expert Advice: Educate our customers, providing relevant insights and expert advice to help them make informed financial decisions.
  • Building Comprehensive Plans: Build our customer's comprehensive plans using a holistic approach to help them achieve their goals.
  • Nurturing Relationships: Nurturing strong, long-standing relationships with our customers.
  • Meeting Sales Targets: Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience.

Requirements:

  • Strategic Mindset: The appetite and drive to build strong customer relationships.
  • Financial Acumen: A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions.
  • Results-Oriented: The proven ability to meet and exceed sales targets in a fast-paced environment that align to a customer's stated goals.
  • Industry Knowledge: A Mutual Funds license and completed CIFP Diploma.

About Scotiabank:

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 broad range of advice, products and services.

We value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.



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