Senior Financial Advisor

1 month ago


Cornwall, Ontario, Canada Scotiabank Full time
About the Role

We are seeking a highly motivated and experienced Senior Financial Advisor to join our team at Scotiabank. As a key member of our financial services team, you will be responsible for providing expert financial advice and guidance to our customers, helping them achieve their financial goals and objectives.

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 investment and borrowing solutions, helping our customers make informed decisions about their financial futures.
  • Build and maintain strong relationships with our customers, providing exceptional customer service and support.
  • Meet and exceed sales targets, delivering against individual and team sales goals that support a positive customer experience.
Requirements
  • Proven experience in financial planning and wealth management, with a strong understanding of investment and borrowing solutions.
  • Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with customers and colleagues.
  • Ability to work in a fast-paced environment, meeting and exceeding sales targets while providing exceptional customer service.
  • Mutual Funds licence and completed CIFP Diploma.
What We Offer
  • A competitive compensation and benefits package, including a comprehensive pension plan and employee stock purchase plan.
  • Opportunities for career advancement and professional development, with a focus on helping our employees build their futures and achieve their goals.
  • A collaborative and inclusive work environment, with a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development.


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