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Senior Financial Consultant

2 months ago

Sudbury, Ontario, Canada Scotiabank Full time

About the Role

We are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and build strong relationships with our clients.

Key Responsibilities

  • Take a proactive approach to discovering customer needs and providing personalized financial solutions
  • Educate customers on financial products and services, providing expert advice and guidance
  • Build comprehensive financial plans using a holistic approach, helping customers achieve their goals
  • Nurture strong, long-standing relationships with customers
  • Develop and grow the branch business by delivering against individual and team sales goals

Requirements

  • Strong customer service skills and ability to build rapport with customers
  • Strategic mindset and ability to develop personalized financial strategies
  • Proven ability to meet and exceed sales targets in a fast-paced environment
  • Mutual Funds license and completed CIFP Diploma

What We Offer

  • A competitive compensation and benefits package
  • A collaborative team environment with opportunities for growth and development
  • A commitment to diversity and inclusion, with a focus on creating a positive and inclusive work environment
  • Opportunities for professional development and training