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Senior Financial Advisor

2 months ago

Orillia, Ontario, Canada Scotiabank Full time
About the Role

Job Summary

We are seeking a highly skilled and experienced 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

  • Customer Relationship Management
    • Build and maintain strong relationships with customers to understand their financial needs and goals.
    • Provide personalized financial advice and solutions to help customers achieve their objectives.
  • Financial Planning and Analysis
    • Develop and implement comprehensive financial plans for customers, including day-to-day banking, investments, and borrowing solutions.
    • Analyze customer financial data to identify opportunities for growth and improvement.
  • Sales and Business Development
    • Meet and exceed sales targets by delivering exceptional customer service and promoting Scotiabank's products and services.
    • Develop and execute business plans to grow the branch business and increase customer engagement.
  • Professional Development
    • Stay up-to-date with industry trends and developments to maintain expertise in financial services.
    • Participate in ongoing training and development programs to enhance skills and knowledge.

Requirements

  • Education and Certifications
    • Relevant degree in finance, business, or a related field.
    • Mutual Funds license and completed CIFP Diploma.
  • Skills and Experience
    • Proven track record of success in financial services, with a strong focus on customer relationship management and sales.
    • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
    • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.

What We Offer

  • Competitive Compensation and Benefits
    • A comprehensive compensation package, including salary, bonuses, and benefits.
  • Opportunities for Growth and Development
    • Ongoing training and development programs to enhance skills and knowledge.
    • Opportunities for advancement and career growth within Scotiabank.
  • Collaborative and Inclusive Work Environment
    • A supportive and inclusive work environment, with a focus on teamwork and collaboration.