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Senior Financial Advisor

2 months ago

Oakville, Ontario, Canada Scotiabank Full time
About the Role

Job Summary

As a Senior Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. You will be responsible for providing expert financial advice and guidance to individuals and families, helping them to make informed decisions about their financial futures.

Key Responsibilities
  • Customer Relationship Building
    • Develop and maintain strong relationships with customers, understanding their financial needs and goals.
    • Provide personalized financial advice and guidance to help customers achieve their objectives.
  • Financial Planning and Advice
    • Assess customers' financial situations and provide recommendations for investment and borrowing solutions.
    • Develop and implement comprehensive financial plans to help customers achieve their goals.
  • Sales and Business Development
    • Meet and exceed sales targets by delivering exceptional customer service and building strong relationships with customers.
    • Identify opportunities to grow the business and develop strategies to achieve sales goals.
Requirements
  • Education and Certifications
    • Mutual Funds licence
    • CIFP Diploma
  • Skills and Experience
    • Proven ability to build strong customer relationships and meet sales targets.
    • Strategic mindset and ability to develop personalized financial strategies.
    • Excellent communication and interpersonal skills.
What We Offer
  • Competitive Compensation and Benefits
    • A competitive salary and benefits package.
  • Opportunities for Growth and Development
    • Opportunities for career advancement and professional growth.
  • Collaborative and Inclusive Work Environment
    • A collaborative and inclusive work environment that values diversity and inclusion.