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Senior Financial Consultant

2 months ago


Sudbury, Ontario, Canada Scotiabank Full time
About the Role

As a Senior Financial Advisor at Scotiabank, you will play a critical role in helping our customers achieve their financial goals. Your expertise and guidance will be instrumental in building strong relationships with our clients and providing them with tailored financial solutions.

Key Responsibilities
  1. Customer Relationship Building: Develop and maintain strong relationships with our customers, understanding their financial needs and providing personalized advice and guidance.
  2. Financial Planning: Create comprehensive financial plans for our customers, taking into account their goals, risk tolerance, and financial situation.
  3. Product and Service Recommendations: Recommend and implement financial products and services that meet our customers' needs, such as investments, borrowing solutions, and day-to-day banking.
  4. Sales and Business Development: Meet and exceed sales targets by delivering exceptional customer service and building strong relationships with our customers.
Requirements
  1. Strong Communication Skills: Excellent communication and interpersonal skills, with the ability to build rapport with customers and colleagues.
  2. Financial Knowledge: In-depth knowledge of financial products and services, including investments, borrowing solutions, and day-to-day banking.
  3. Business Acumen: Strong business acumen, with the ability to analyze financial data and make informed decisions.
  4. Regulatory Compliance: Familiarity with regulatory requirements and industry standards, with the ability to ensure compliance in all aspects of the role.
What We Offer
  1. Competitive Compensation and Benefits: A comprehensive compensation and benefits package, including a competitive salary, bonuses, and benefits.
  2. Opportunities for Growth and Development: Opportunities for career advancement and professional growth, with training and development programs to support your success.
  3. Collaborative Team Environment: A collaborative and supportive team environment, with opportunities to work with experienced professionals and build strong relationships.