Senior Financial Advisor

1 day ago


Charlottetown, Prince Edward Island, Canada Scotiabank Full time
About the Role

We are seeking a 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
  • Develop and implement comprehensive financial plans for our customers, taking into account their individual needs and goals.
  • Provide expert advice and guidance on a range of financial products and services, including day-to-day banking, investments, and borrowing solutions.
  • Build and maintain strong relationships with our customers, understanding their needs and preferences and delivering tailored solutions to meet their needs.
  • Meet and exceed sales targets, delivering a positive customer experience and driving business growth.
Requirements
  • Proven experience in financial services, with a strong understanding of financial products and services.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
  • A strategic mindset, with the ability to develop and implement effective financial plans.
  • A Mutual Funds licence and completed CIFP Diploma.
What We Offer
  • A competitive compensation and benefits package.
  • A collaborative and supportive team environment, with opportunities for growth and development.
  • A commitment to making a difference in our communities, through our community investment programs and volunteer initiatives.


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