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Senior Financial Advisor
2 months ago
Job Summary
We are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will be responsible for providing expert financial advice and guidance to our customers, helping them achieve their financial goals and objectives.
Key Responsibilities
- Develop and maintain strong relationships with customers, understanding their financial needs and providing tailored solutions to meet those needs.
- Conduct financial needs assessments, identifying opportunities to grow and expand customer relationships.
- Provide expert advice on a range of financial products and services, including investments, borrowing solutions, and day-to-day banking.
- Work closely with colleagues to develop and implement sales strategies, driving business growth and revenue.
- Stay up-to-date with market trends and regulatory changes, ensuring compliance with Scotiabank's policies and procedures.
Requirements
- Proven track record of success in a financial services role, 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.
- Strong analytical and problem-solving skills, with the ability to identify and capitalize on business opportunities.
- Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
- Relevant certifications and licenses, including a Mutual Funds license and CIFP Diploma.
What We Offer
- A competitive compensation and benefits package, including a comprehensive training program.
- Opportunities for career advancement and professional growth, with a focus on developing and retaining top talent.
- A collaborative and inclusive work environment, with a commitment to diversity and inclusion.
- Access to cutting-edge technology and tools, supporting business growth and customer engagement.