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Senior Financial Advisor

2 months ago

Toronto, Ontario, Canada Scotiabank Full time

Requisition ID: 204363.

We are seeking a talented Senior Financial Advisor to join our Canadian Banking Branch network. As an essential member of our team, you will be responsible for providing exceptional service to our customers throughout their journey.

About the Role

What You Will Do:
• Take a proactive approach to discovering customer needs, listening to understand what they are asking for.
• Educate customers, providing relevant insights and expert advice.
• Build comprehensive plans using a holistic approach to help customers achieve their goals.
• Nurture strong, long-standing relationships.
• Develop, retain and grow the branch business by delivering against individual and team sales goals that support a positive customer experience.

What You Need to Succeed:

Requirements Include:
• The appetite and drive to build strong customer relationships.
• A strategic mindset to develop personalized financial strategies, including day-to-day banking, investments and borrowing solutions.
• The proven ability to meet and exceed sales targets in a fast-paced environment that aligns to a customer's stated goals.
• A Mutual Funds licence and completed CIFP Diploma.

What We Offer:

Join a Forward-Thinking Organization:
• A collaborative team of innovative thinkers.
• A competitive compensation and benefits package.
• An organization committed to making a difference in our communities – for you and our customers.
• Recognition and rewards for high-performance.
• Leadership support through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• Clear, transparent criteria to progress in your career.
• Ability to grow your expertise from the same chair, building deeper relationships.